Lenox Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Lenox Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$3K	Buy	+21	New	+$2.82K	﹤0.01%	605

Other funds holding VB

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

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

Lenox Wealth Management's VB Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2020: 21 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings.

1,103 funds tracked by Wall St. Rank hold VB as of Q2 2020.

Lenox Wealth Management held 21 shares of Vanguard Small-Cap ETF worth $3K as of Q2 2020.
Vanguard Small-Cap ETF was a new Lenox Wealth Management position in Q2 2020.
Vanguard Small-Cap ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #605 holding.
1,103 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.