Lenox Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$41K	Buy	+230	New	+$42.8K	0.01%	268

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2022: 230 shares worth $41K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings.

113 funds tracked by Wall St. Rank hold VTWG as of Q1 2022.

Lenox Wealth Advisors held 230 shares of Vanguard Russell 2000 Growth ETF worth $41K as of Q1 2022.
Vanguard Russell 2000 Growth ETF was a new Lenox Wealth Advisors position in Q1 2022.
Vanguard Russell 2000 Growth ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #268 holding.
113 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2022.

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