CCA
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Checchi Capital Advisers’s Vanguard Extended Market ETF VXF Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-70
Closed -$6K – 1203
2016
Q2 		$6K Buy
+70
New +$5.9K ﹤0.01% 1377

Other funds holding VXF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Checchi Capital Advisers's VXF Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Vanguard Extended Market ETF (VXF) in Q3 2016, closing a stake of 70 shares — an estimated $6K sold.

Checchi Capital Advisers first reported a position in VXF in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 204 funds tracked by Wall St. Rank hold VXF as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Vanguard Extended Market ETF position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 70 Vanguard Extended Market ETF shares in Q3 2016, an estimated $6K.
  • Checchi Capital Advisers first reported a position in Vanguard Extended Market ETF in Q2 2016 and held it in 1 quarter.
  • Checchi Capital Advisers's Vanguard Extended Market ETF position peaked at $6K in Q2 2016.
  • 204 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.