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Clearwater Capital Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-211
Closed -$24K – 554
2018
Q1 		$24K Buy
+211
New +$24K 0.01% 368

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clearwater Capital Advisors's VXF Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2018, closing a stake of 211 shares — an estimated $24K sold.

Clearwater Capital Advisors first reported a position in VXF in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 315 funds tracked by Wall St. Rank hold VXF as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 211 Vanguard Extended Market ETF shares in Q2 2018, an estimated $24K.
  • Clearwater Capital Advisors first reported a position in Vanguard Extended Market ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Vanguard Extended Market ETF position peaked at $24K in Q1 2018.
  • 315 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.