Lenox Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$48K	Hold	900	–	–	0.01%	259
2020 Q1	$47K	Hold	900	–	–	0.02%	251
2019 Q4	$48K	Hold	900	–	–	0.01%	272
2019 Q3	$48K	Hold	900	–	–	0.01%	273
2019 Q2	$47K	Hold	900	–	–	0.01%	255
2019 Q1	$47K	Hold	900	–	–	0.01%	245
2018 Q4	$46K	Hold	900	–	–	0.02%	217
2018 Q3	$45K	Hold	900	–	–	0.01%	243
2018 Q2	$46K	Hold	900	–	–	0.01%	221
2018 Q1	$45K	Hold	900	–	–	0.01%	228
2017 Q4	$47K	Hold	900	–	–	0.01%	216
2017 Q3	$46K	Hold	900	–	–	0.02%	236
2017 Q2	$46K	Buy	+900	New	+$46K	0.02%	210

Other funds holding VTEB

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

CSIA

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Lenox Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2020 at 900 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #259.

Lenox Wealth Management first reported a position in VTEB in Q2 2017 and has held it in 13 quarters since. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

Lenox Wealth Management held 900 shares of Vanguard Tax-Exempt Bond Index Fund worth $48K as of Q2 2020.
Lenox Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2020.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #259 holding.
Lenox Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2017 and has held it in 13 quarters since.
431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

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