EWM
VXF icon

Edge Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Edge Wealth Management’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
Q4 		– Sell
-579
Closed -$53K – 534
2016
Q3 		$53K Buy
+579
New +$51.9K 0.02% 176

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Edge Wealth Management's VXF Position: Q4 2016 in Review

Edge Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q4 2016, closing a stake of 579 shares — an estimated $53K sold.

Edge Wealth Management first reported a position in VXF in Q3 2016 and held it in 1 quarter. The position peaked at $53K in Q3 2016. 235 funds tracked by Wall St. Rank hold VXF as of Q4 2016.

  • Edge Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q4 2016 after selling out during the quarter.
  • Edge Wealth Management sold 579 Vanguard Extended Market ETF shares in Q4 2016, an estimated $53K.
  • Edge Wealth Management first reported a position in Vanguard Extended Market ETF in Q3 2016 and held it in 1 quarter.
  • Edge Wealth Management's Vanguard Extended Market ETF position peaked at $53K in Q3 2016.
  • 235 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2016.

Based on Edge Wealth Management's 13F filing for Q4 2016, filed 24 Jan 2017.