Atlanta Capital Management’s Vanguard Extended Market ETF VXF Stock Holding History

Atlanta Capital 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
2022 Q1	–	Sell	-1,763	Closed	-$322K	–	171
2021 Q4	$322K	Buy	+1,763	New	+$332K	﹤0.01%	170
2020 Q2	–	Sell	-3,550	Closed	-$321K	–	172
2020 Q1	$321K	Buy	+3,550	New	+$413K	﹤0.01%	168
2018 Q1	–	Sell	-7,984	Closed	-$892K	–	151
2017 Q4	$892K	Buy	7,984 +2,601	+48%	+$285K	﹤0.01%	147
2017 Q3	$577K	Sell	5,383 -11,255	-68%	-$1.16M	﹤0.01%	148
2017 Q2	$1.7M	Sell	16,638 -5,502	-25%	-$555K	0.01%	148
2017 Q1	$2.21M	Sell	22,140 -8,958	-29%	-$887K	0.01%	150
2016 Q4	$2.98M	Buy	31,098 +20,827	+203%	+$1.93M	0.02%	152
2016 Q3	$937K	Buy	+10,271	New	+$922K	0.01%	154

Other funds holding VXF

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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