CFA
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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 $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