Atlas Capital Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Atlas Capital 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
2020 Q3	–	Sell	-424	Closed	-$50.1K	–	595
2020 Q2	$50.1K	Hold	424	–	–	0.01%	478
2020 Q1	$38.4K	Buy	424 +1	+0.2%	+$116	0.01%	464
2019 Q4	$53.4K	Hold	423	–	–	0.01%	460
2019 Q3	$49.3K	Hold	423	–	–	0.01%	465
2019 Q2	$50.2K	Buy	+423	New	+$49.4K	0.02%	478

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Atlas Capital Advisors's VXF Position: Q3 2020 in Review

Atlas Capital Advisors sold out of Vanguard Extended Market ETF (VXF) in Q3 2020, closing a stake of 424 shares — an estimated $50.1K sold.

Atlas Capital Advisors first reported a position in VXF in Q2 2019 and held it in 5 quarters. The position peaked at $53.4K in Q4 2019. 455 funds tracked by Wall St. Rank hold VXF as of Q3 2020.

Atlas Capital Advisors reported no remaining Vanguard Extended Market ETF position as of Q3 2020 after selling out during the quarter.
Atlas Capital Advisors sold 424 Vanguard Extended Market ETF shares in Q3 2020, an estimated $50.1K.
Atlas Capital Advisors first reported a position in Vanguard Extended Market ETF in Q2 2019 and held it in 5 quarters.
Atlas Capital Advisors's Vanguard Extended Market ETF position peaked at $53.4K in Q4 2019.
455 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2020.

Based on Atlas Capital Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.