Clear Perspective Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Clear Perspective 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 Q4	$1.38M	Buy	7,541 +1,728	+30%	+$325K	0.42%	43
2021 Q3	$1.06M	Hold	5,813	–	–	0.36%	51
2021 Q2	$1.1M	Hold	5,813	–	–	0.38%	51
2021 Q1	$1.03M	Hold	5,813	–	–	0.4%	52
2020 Q4	$957K	Hold	5,813	–	–	0.39%	47
2020 Q3	$428	Sell	5,813 -17,400	-75%	-$2.22M	0.2%	83
2020 Q2	$2.06M	Buy	+23,213	New	+$2.49M	1.12%	18
2018 Q2	–	Sell	-90	Closed	-$10K	–	515
2018 Q1	$10K	Hold	90	–	–	0.01%	353
2017 Q4	$10K	Hold	90	–	–	0.01%	343
2017 Q3	$10K	Buy	+90	New	+$9.28K	0.01%	343

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Clear Perspective Advisors's VXF Position: Q4 2021 in Review

Clear Perspective Advisors increased its Vanguard Extended Market ETF (VXF) stake by 30% in Q4 2021, buying an estimated $325K and bringing the position to 7,541 shares worth $1.38M. The position accounts for 0.42% of the portfolio, ranked #43.

Clear Perspective Advisors first reported a position in VXF in Q3 2017 and has held it in 10 quarters since. The position peaked at $2.06M in Q2 2020. 695 funds tracked by Wall St. Rank hold VXF as of Q4 2021.

Clear Perspective Advisors held 7,541 shares of Vanguard Extended Market ETF worth $1.38M as of Q4 2021.
Clear Perspective Advisors bought 1,728 Vanguard Extended Market ETF shares in Q4 2021, an estimated $325K.
Vanguard Extended Market ETF made up 0.42% of Clear Perspective Advisors's portfolio in Q4 2021, its #43 holding.
Clear Perspective Advisors first reported a position in Vanguard Extended Market ETF in Q3 2017 and has held it in 10 quarters since.
Clear Perspective Advisors's Vanguard Extended Market ETF position peaked at $2.06M in Q2 2020.
695 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.