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Beacon Pointe Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$15.2M Sell
120,377
-2,966
-2% -$358K 2.79% 9
2019
Q3 		$14.3M Buy
123,343
+5,641
+5% +$664K 3.02% 8
2019
Q2 		$14M Buy
117,702
+9,336
+9% +$1.09M 2.95% 6
2019
Q1 		$12.5M Buy
+108,366
New +$12.2M 2.86% 6

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Beacon Pointe Wealth Advisors's VXF Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 2.4% in Q4 2019, selling an estimated $358K and leaving 120,377 shares worth $15.2M. The position accounts for 2.79% of the portfolio, ranked #9.

Beacon Pointe Wealth Advisors first reported a position in VXF in Q1 2019 and has held it in 4 quarters since. 432 funds tracked by Wall St. Rank hold VXF as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 120,377 shares of Vanguard Extended Market ETF worth $15.2M as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 2,966 Vanguard Extended Market ETF shares in Q4 2019, an estimated $358K.
  • Vanguard Extended Market ETF made up 2.79% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #9 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q1 2019 and has held it in 4 quarters since.
  • 432 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.