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Advocacy Wealth Management Services’s Vanguard Extended Market ETF VXF Stock Holding History

Advocacy Wealth Management Services’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
2016
Q2 		– Sell
-1,910
Closed -$158K – 464
2016
Q1 		$158K Sell
1,910
-9,130
-83% -$706K 0.11% 106
2015
Q4 		$926K Buy
+11,040
New +$944K 1.05% 26
2013
Q3 		$1.12M Buy
14,485
+11,580
+399% +$864K 3.05% 5
2013
Q2 		$203K Buy
+2,905
New +$201K 0.81% 36

Other funds holding VXF

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Advocacy Wealth Management Services's VXF Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Vanguard Extended Market ETF (VXF) in Q2 2016, closing a stake of 1,910 shares — an estimated $158K sold.

Advocacy Wealth Management Services first reported a position in VXF in Q2 2013 and held it in 4 quarters. The position peaked at $1.12M in Q3 2013. 201 funds tracked by Wall St. Rank hold VXF as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Vanguard Extended Market ETF position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 1,910 Vanguard Extended Market ETF shares in Q2 2016, an estimated $158K.
  • Advocacy Wealth Management Services first reported a position in Vanguard Extended Market ETF in Q2 2013 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Vanguard Extended Market ETF position peaked at $1.12M in Q3 2013.
  • 201 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.