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Claraphi Advisory Network’s Vanguard Extended Market ETF VXF Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-192
Closed -$17K – 1179
2020
Q1 		$17K Buy
+192
New +$22.3K 0.01% 678
2019
Q4 		– Sell
-300
Closed -$35K – 401
2019
Q3 		$35K Buy
+300
New +$35.3K 0.02% 285

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Claraphi Advisory Network's VXF Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Vanguard Extended Market ETF (VXF) in Q2 2020, closing a stake of 192 shares — an estimated $17K sold.

Claraphi Advisory Network first reported a position in VXF in Q3 2019 and held it in 2 quarters. The position peaked at $35K in Q3 2019. 436 funds tracked by Wall St. Rank hold VXF as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Vanguard Extended Market ETF position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 192 Vanguard Extended Market ETF shares in Q2 2020, an estimated $17K.
  • Claraphi Advisory Network first reported a position in Vanguard Extended Market ETF in Q3 2019 and held it in 2 quarters.
  • Claraphi Advisory Network's Vanguard Extended Market ETF position peaked at $35K in Q3 2019.
  • 436 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.