LWM
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Lenox Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Lenox Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-42
Closed -$7K – 747
2019
Q3 		$7K Hold
42
– – ﹤0.01% 496
2019
Q2 		$7K Buy
+42
New +$7.64K ﹤0.01% 477

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Lenox Wealth Management's VBK Position: Q4 2019 in Review

Lenox Wealth Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2019, closing a stake of 42 shares — an estimated $7K sold.

Lenox Wealth Management first reported a position in VBK in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 596 funds tracked by Wall St. Rank hold VBK as of Q4 2019.

  • Lenox Wealth Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 42 Vanguard Small-Cap Growth ETF shares in Q4 2019, an estimated $7K.
  • Lenox Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q2 2019 and held it in 2 quarters.
  • Lenox Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $7K in Q3 2019.
  • 596 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.