BFG
VXF icon

Barber Financial Group’s Vanguard Extended Market ETF VXF Stock Holding History

Barber Financial Group’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
Q2 		– Sell
-3,184
Closed -$527K – 182
2022
Q1 		$527K Buy
3,184
+141
+5% +$23.2K 0.07% 75
2021
Q4 		$556K Sell
3,043
-352
-10% -$66.2K 0.07% 84
2021
Q3 		$619K Sell
3,395
-27
-0.8% -$5.04K 0.08% 81
2021
Q2 		$645K Sell
3,422
-1,901
-36% -$347K 0.09% 77
2021
Q1 		$942K Buy
5,323
+1,337
+34% +$238K 0.14% 62
2020
Q4 		$656K Sell
3,986
-1,380
-26% -$205K 0.12% 67
2020
Q3 		$696K Buy
5,366
+222
+4% +$28.3K 0.15% 61
2020
Q2 		$609K Buy
+5,144
New +$552K 0.15% 62
2018
Q4 		– Sell
-1,744
Closed -$214K – 149
2018
Q3 		$214K Buy
+1,744
New +$213K 0.05% 122
2018
Q2 		– Sell
-1,864
Closed -$208K – 142
2018
Q1 		$208K Sell
1,864
-5,419
-74% -$615K 0.06% 119
2017
Q4 		$814K Buy
+7,283
New +$798K 0.21% 63
2017
Q2 		– Sell
-2,592
Closed -$259K – 99
2017
Q1 		$259K Sell
2,592
-137,835
-98% -$13.6M 0.09% 67
2016
Q4 		$13.5M Buy
+140,427
New +$13M 4.86% 6

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barber Financial Group's VXF Position: Q2 2022 in Review

Barber Financial Group sold out of Vanguard Extended Market ETF (VXF) in Q2 2022, closing a stake of 3,184 shares — an estimated $527K sold.

Barber Financial Group first reported a position in VXF in Q4 2016 and held it in 13 quarters. The position peaked at $13.5M in Q4 2016. 623 funds tracked by Wall St. Rank hold VXF as of Q2 2022.

  • Barber Financial Group reported no remaining Vanguard Extended Market ETF position as of Q2 2022 after selling out during the quarter.
  • Barber Financial Group sold 3,184 Vanguard Extended Market ETF shares in Q2 2022, an estimated $527K.
  • Barber Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2016 and held it in 13 quarters.
  • Barber Financial Group's Vanguard Extended Market ETF position peaked at $13.5M in Q4 2016.
  • 623 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.