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Brand Asset Management Group’s Vanguard Extended Market ETF VXF Stock Holding History

Brand Asset Management 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
2021
Q2 		– Sell
-176
Closed -$31K – 265
2021
Q1 		$31K Sell
176
-37
-17% -$6.57K 0.02% 167
2020
Q4 		$35K Sell
213
-12
-5% -$1.78K 0.02% 145
2020
Q3 		$29K Sell
225
-45
-17% -$5.73K 0.02% 157
2020
Q2 		$32K Buy
+270
New +$29K 0.02% 148

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Brand Asset Management Group's VXF Position: Q2 2021 in Review

Brand Asset Management Group sold out of Vanguard Extended Market ETF (VXF) in Q2 2021, closing a stake of 176 shares — an estimated $31K sold.

Brand Asset Management Group first reported a position in VXF in Q2 2020 and held it in 4 quarters. The position peaked at $35K in Q4 2020. 623 funds tracked by Wall St. Rank hold VXF as of Q2 2021.

  • Brand Asset Management Group reported no remaining Vanguard Extended Market ETF position as of Q2 2021 after selling out during the quarter.
  • Brand Asset Management Group sold 176 Vanguard Extended Market ETF shares in Q2 2021, an estimated $31K.
  • Brand Asset Management Group first reported a position in Vanguard Extended Market ETF in Q2 2020 and held it in 4 quarters.
  • Brand Asset Management Group's Vanguard Extended Market ETF position peaked at $35K in Q4 2020.
  • 623 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.