Ancora Family Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Ancora Family Wealth Advisors’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 Q3	$1.36M	Buy	14,926 +915	+7%	+$82.1K	0.46%	67
2016 Q2	$1.2M	Buy	14,011 +550	+4%	+$46.3K	0.45%	67
2016 Q1	$1.11M	Buy	13,461 +1,411	+12%	+$109K	0.45%	73
2015 Q4	$1.01M	Sell	12,050 -211	-2%	-$18K	0.43%	73
2015 Q3	$1M	Buy	+12,261	New	+$1.09M	0.42%	74

Other funds holding VXF

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Ancora Family Wealth Advisors's VXF Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Vanguard Extended Market ETF (VXF) stake by 6.5% in Q3 2016, buying an estimated $82.1K and bringing the position to 14,926 shares worth $1.36M. The position accounts for 0.46% of the portfolio, ranked #67.

Ancora Family Wealth Advisors first reported a position in VXF in Q3 2015 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold VXF as of Q3 2016.

Ancora Family Wealth Advisors held 14,926 shares of Vanguard Extended Market ETF worth $1.36M as of Q3 2016.
Ancora Family Wealth Advisors bought 915 Vanguard Extended Market ETF shares in Q3 2016, an estimated $82.1K.
Vanguard Extended Market ETF made up 0.46% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #67 holding.
Ancora Family Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q3 2015 and has held it in 5 quarters since.
205 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.