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Cahill Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Cahill Financial 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
2021
Q2 		– Sell
-4,271
Closed -$756K – 211
2021
Q1 		$756K Buy
4,271
+1,341
+46% +$238K 0.18% 106
2020
Q4 		$482K Buy
+2,930
New +$434K 0.12% 135
2018
Q4 		– Sell
-4,534
Closed -$557K – 157
2018
Q3 		$557K Buy
4,534
+155
+4% +$18.9K 0.25% 93
2018
Q2 		$516K Buy
4,379
+2
+0% +$232 0.24% 96
2018
Q1 		$489K Sell
4,377
-3,028
-41% -$344K 0.23% 99
2017
Q4 		$828K Sell
7,405
-205
-3% -$22.4K 0.42% 64
2017
Q3 		$816K Sell
7,610
-543
-7% -$56K 0.43% 59
2017
Q2 		$834K Buy
8,153
+157
+2% +$15.8K 0.46% 54
2017
Q1 		$799K Buy
7,996
+4,153
+108% +$411K 0.46% 52
2016
Q4 		$369K Buy
+3,843
New +$356K 0.22% 93

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cahill Financial Advisors's VXF Position: Q2 2021 in Review

Cahill Financial Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2021, closing a stake of 4,271 shares — an estimated $756K sold.

Cahill Financial Advisors first reported a position in VXF in Q4 2016 and held it in 10 quarters. The position peaked at $834K in Q2 2017. 624 funds tracked by Wall St. Rank hold VXF as of Q2 2021.

  • Cahill Financial Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 4,271 Vanguard Extended Market ETF shares in Q2 2021, an estimated $756K.
  • Cahill Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2016 and held it in 10 quarters.
  • Cahill Financial Advisors's Vanguard Extended Market ETF position peaked at $834K in Q2 2017.
  • 624 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2021.

Based on Cahill Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.