AEPG
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American Economic Planning Group’s Vanguard Extended Market ETF VXF Stock Holding History

American Economic Planning Group’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
2019
Q3 		$1.16M Sell
9,891
-2,505
-20% -$295K 0.32% 31
2019
Q2 		$1.47M Buy
12,396
+396
+3% +$46.3K 0.44% 20
2019
Q1 		$1.39M Sell
12,000
-751
-6% -$84.3K 0.43% 21
2018
Q4 		$1.27M Buy
12,751
+530
+4% +$58.1K 0.41% 19
2018
Q3 		$1.5M Sell
12,221
-95
-0.8% -$11.6K 0.53% 17
2018
Q2 		$1.45M Sell
12,316
-1,643
-12% -$191K 0.54% 17
2018
Q1 		$1.56M Buy
13,959
+203
+1% +$23.1K 0.57% 14
2017
Q4 		$1.54M Sell
13,756
-420
-3% -$46K 0.57% 13
2017
Q3 		$1.52M Buy
14,176
+152
+1% +$15.7K 0.57% 13
2017
Q2 		$1.44M Buy
14,024
+27
+0.2% +$2.72K 0.57% 13
2017
Q1 		$1.4M Buy
13,997
+633
+5% +$62.6K 0.56% 14
2016
Q4 		$1.28M Sell
13,364
-781
-6% -$72.2K 0.55% 14
2016
Q3 		$1.29M Buy
14,145
+22
+0.2% +$1.97K 0.52% 13
2016
Q2 		$1.21M Sell
14,123
-3,360
-19% -$283K 0.49% 12
2016
Q1 		$1.45M Buy
17,483
+3,748
+27% +$290K 0.59% 11
2015
Q4 		$1.15M Buy
13,735
+578
+4% +$49.4K 0.45% 13
2015
Q3 		$1.07M Buy
13,157
+348
+3% +$30.9K 0.47% 10
2015
Q2 		$1.18M Sell
12,809
-1,096
-8% -$102K 0.48% 11
2015
Q1 		$1.29M Sell
13,905
-61
-0.4% -$5.46K 0.49% 11
2014
Q4 		$1.23M Sell
13,966
-326
-2% -$27.9K 0.47% 12
2014
Q3 		$1.19M Sell
14,292
-747
-5% -$64.4K 0.47% 11
2014
Q2 		$1.32M Buy
15,039
+3,555
+31% +$299K 0.48% 11
2014
Q1 		$976K Sell
11,484
-143
-1% -$11.9K 0.38% 11
2013
Q4 		$962K Sell
11,627
-415
-3% -$33.1K 0.35% 14
2013
Q3 		$929K Sell
12,042
-826
-6% -$61.6K 0.38% 11
2013
Q2 		$899K Buy
+12,868
New +$890K 0.34% 11

Other funds holding VXF

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

American Economic Planning Group's VXF Position: Q3 2019 in Review

American Economic Planning Group reduced its Vanguard Extended Market ETF (VXF) stake by 20% in Q3 2019, selling an estimated $295K and leaving 9,891 shares worth $1.16M. The position accounts for 0.32% of the portfolio, ranked #31.

American Economic Planning Group first reported a position in VXF in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.56M in Q1 2018. 376 funds tracked by Wall St. Rank hold VXF as of Q3 2019.

  • American Economic Planning Group held 9,891 shares of Vanguard Extended Market ETF worth $1.16M as of Q3 2019.
  • American Economic Planning Group sold 2,505 Vanguard Extended Market ETF shares in Q3 2019, an estimated $295K.
  • Vanguard Extended Market ETF made up 0.32% of American Economic Planning Group's portfolio in Q3 2019, its #31 holding.
  • American Economic Planning Group first reported a position in Vanguard Extended Market ETF in Q2 2013 and has held it in 26 quarters since.
  • American Economic Planning Group's Vanguard Extended Market ETF position peaked at $1.56M in Q1 2018.
  • 376 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.