Lenox Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Lenox Wealth Advisors’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$35K	Hold	284	–	–	﹤0.01%	286
2021 Q4	$38K	Hold	284	–	–	﹤0.01%	297
2021 Q3	$38K	Hold	284	–	–	﹤0.01%	274
2021 Q2	$39K	Hold	284	–	–	0.01%	268
2021 Q1	$36K	Buy	284 +51	+22%	+$6.46K	﹤0.01%	232
2020 Q4	$28K	Hold	233	–	–	﹤0.01%	264
2020 Q3	$25K	Buy	+233	New	+$24.3K	﹤0.01%	255

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lenox Wealth Advisors's VSS Position: Q1 2022 in Review

Lenox Wealth Advisors held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2022 at 284 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Lenox Wealth Advisors first reported a position in VSS in Q3 2020 and has held it in 7 quarters since. The position peaked at $39K in Q2 2021. 526 funds tracked by Wall St. Rank hold VSS as of Q1 2022.

Lenox Wealth Advisors held 284 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $35K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2022.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #286 holding.
Lenox Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2020 and has held it in 7 quarters since.
Lenox Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $39K in Q2 2021.
526 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.