AAIM
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Asset Advisors Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

Asset Advisors Investment Management’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
2020
Q3 		– Sell
-337
Closed -$40K – 177
2020
Q2 		$40K Buy
+337
New +$36.2K 0.01% 116

Other funds holding VXF

Envestnet Asset Management
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Asset Advisors Investment Management's VXF Position: Q3 2020 in Review

Asset Advisors Investment Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2020, closing a stake of 337 shares — an estimated $40K sold.

Asset Advisors Investment Management first reported a position in VXF in Q2 2020 and held it in 1 quarter. The position peaked at $40K in Q2 2020. 455 funds tracked by Wall St. Rank hold VXF as of Q3 2020.

  • Asset Advisors Investment Management reported no remaining Vanguard Extended Market ETF position as of Q3 2020 after selling out during the quarter.
  • Asset Advisors Investment Management sold 337 Vanguard Extended Market ETF shares in Q3 2020, an estimated $40K.
  • Asset Advisors Investment Management first reported a position in Vanguard Extended Market ETF in Q2 2020 and held it in 1 quarter.
  • Asset Advisors Investment Management's Vanguard Extended Market ETF position peaked at $40K in Q2 2020.
  • 455 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2020.

Based on Asset Advisors Investment Management's 13F filing for Q3 2020, filed 20 Oct 2020.