Lenox Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$49K	Hold	304	–	–	0.01%	253
2021 Q4	$56K	Hold	304	–	–	0.01%	246
2021 Q3	$55K	Hold	304	–	–	0.01%	223
2021 Q2	$57K	Hold	304	–	–	0.01%	215
2021 Q1	$54K	Hold	304	–	–	0.01%	181
2020 Q4	$50K	Buy	+304	New	+$45.1K	0.01%	183
2020 Q1	–	Sell	-177	Closed	-$22K	–	943
2019 Q4	$22K	Buy	+177	New	+$21.4K	﹤0.01%	325
2017 Q4	–	Sell	-134	Closed	-$14K	–	462
2017 Q3	$14K	Buy	+134	New	+$13.8K	﹤0.01%	70

Other funds holding VXF

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Lenox Wealth Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q1 2022 at 304 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #253.

Lenox Wealth Advisors first reported a position in VXF in Q3 2017 and has held it in 8 quarters since. The position peaked at $57K in Q2 2021. 665 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

Lenox Wealth Advisors held 304 shares of Vanguard Extended Market ETF worth $49K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Extended Market ETF share count unchanged in Q1 2022.
Vanguard Extended Market ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #253 holding.
Lenox Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q3 2017 and has held it in 8 quarters since.
Lenox Wealth Advisors's Vanguard Extended Market ETF position peaked at $57K in Q2 2021.
665 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

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