Badgley, Phelps & Bell’s Vanguard Extended Market ETF VXF Stock Holding History

Badgley, Phelps & Bell’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
2021 Q2	$287K	Sell	1,524 -37	-2%	-$6.76K	0.01%	193
2021 Q1	$276K	Sell	1,561 -100	-6%	-$17.8K	0.01%	187
2020 Q4	$274K	Hold	1,661	–	–	0.01%	192
2020 Q3	$215K	Buy	+1,661	New	+$211K	0.01%	198
2020 Q1	–	Sell	-2,063	Closed	-$260K	–	197
2019 Q4	$260K	Buy	2,063 +122	+6%	+$14.7K	0.01%	177
2019 Q3	$226K	Hold	1,941	–	–	0.01%	181
2019 Q2	$230K	Hold	1,941	–	–	0.01%	186
2019 Q1	$224K	Buy	+1,941	New	+$218K	0.01%	189

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 $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $44.6B AUM 28.94% 1-Year Est. Return

Badgley, Phelps & Bell's VXF Position: Q2 2021 in Review

Badgley, Phelps & Bell reduced its Vanguard Extended Market ETF (VXF) stake by 2.4% in Q2 2021, selling an estimated $6.76K and leaving 1,524 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #193.

Badgley, Phelps & Bell first reported a position in VXF in Q1 2019 and has held it in 8 quarters since. 624 funds tracked by Wall St. Rank hold VXF as of Q2 2021.

Badgley, Phelps & Bell held 1,524 shares of Vanguard Extended Market ETF worth $287K as of Q2 2021.
Badgley, Phelps & Bell sold 37 Vanguard Extended Market ETF shares in Q2 2021, an estimated $6.76K.
Vanguard Extended Market ETF made up 0.01% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #193 holding.
Badgley, Phelps & Bell first reported a position in Vanguard Extended Market ETF in Q1 2019 and has held it in 8 quarters since.
624 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.