Lenox Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$159K	Buy	1,018 +43	+4%	+$6.34K	0.05%	164
2020 Q1	$125K	Buy	975 +378	+63%	+$58.4K	0.04%	172
2019 Q4	$98K	Buy	597 +33	+6%	+$5.17K	0.03%	222
2019 Q3	$85K	Buy	564 +294	+109%	+$44.3K	0.02%	225
2019 Q2	$40K	Buy	+270	New	+$39.8K	0.01%	270

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Lenox Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.4% in Q2 2020, buying an estimated $6.34K and bringing the position to 1,018 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #164.

Lenox Wealth Management first reported a position in VTI in Q2 2019 and has held it in 5 quarters since. 1,551 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

Lenox Wealth Management held 1,018 shares of Vanguard Morningstar Total Stock Market ETF worth $159K as of Q2 2020.
Lenox Wealth Management bought 43 Vanguard Morningstar Total Stock Market ETF shares in Q2 2020, an estimated $6.34K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Lenox Wealth Management's portfolio in Q2 2020, its #164 holding.
Lenox Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 5 quarters since.
1,551 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2020.

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