AdvicePeriod’s Vanguard Extended Market ETF VXF Stock Holding History

AdvicePeriod’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
2021 Q2	$35.4M	Buy	187,781 +13,956	+8%	+$2.55M	2.3%	10
2021 Q1	$30.8M	Buy	173,825 +15,737	+10%	+$2.8M	2.18%	11
2020 Q4	$26M	Buy	158,088 +29,936	+23%	+$4.44M	2%	14
2020 Q3	$16.6M	Buy	128,152 +34,999	+38%	+$4.46M	1.51%	18
2020 Q2	$11M	Buy	93,153 +11,477	+14%	+$1.23M	1.2%	23
2020 Q1	$7.39M	Buy	81,676 +10,572	+15%	+$1.23M	0.77%	32
2019 Q4	$8.96M	Sell	71,104 -13,585	-16%	-$1.64M	0.78%	25
2019 Q3	$9.85M	Buy	84,689 +4,645	+6%	+$547K	0.91%	23
2019 Q2	$9.49M	Buy	80,044 +30,727	+62%	+$3.59M	0.89%	23
2019 Q1	$5.69M	Buy	49,317 +13,787	+39%	+$1.55M	0.54%	34
2018 Q4	$3.55M	Buy	35,530 +25,730	+263%	+$2.82M	0.4%	41
2018 Q3	$1.2M	Buy	9,800 +7,339	+298%	+$897K	0.13%	55
2018 Q2	$290K	Buy	+2,461	New	+$285K	0.05%	63

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

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

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AdvicePeriod's VXF Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard Extended Market ETF (VXF) stake by 8% in Q2 2021, buying an estimated $2.55M and bringing the position to 187,781 shares worth $35.4M. The position accounts for 2.3% of the portfolio, ranked #10.

AdvicePeriod first reported a position in VXF in Q2 2018 and has held it in 13 quarters since. 624 funds tracked by Wall St. Rank hold VXF as of Q2 2021.

AdvicePeriod held 187,781 shares of Vanguard Extended Market ETF worth $35.4M as of Q2 2021.
AdvicePeriod bought 13,956 Vanguard Extended Market ETF shares in Q2 2021, an estimated $2.55M.
Vanguard Extended Market ETF made up 2.3% of AdvicePeriod's portfolio in Q2 2021, its #10 holding.
AdvicePeriod first reported a position in Vanguard Extended Market ETF in Q2 2018 and has held it in 13 quarters since.
624 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.