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Elm Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Elm 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
Q1 		– Sell
-650
Closed -$107K – 250
2020
Q4 		$107K Buy
+650
New +$96.3K 0.07% 113
2018
Q4 		– Sell
-680
Closed -$83K – 265
2018
Q3 		$83K Buy
+680
New +$83.1K 0.06% 130

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Elm Advisors's VXF Position: Q1 2021 in Review

Elm Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2021, closing a stake of 650 shares — an estimated $107K sold.

Elm Advisors first reported a position in VXF in Q3 2018 and held it in 2 quarters. The position peaked at $107K in Q4 2020. 585 funds tracked by Wall St. Rank hold VXF as of Q1 2021.

  • Elm Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 650 Vanguard Extended Market ETF shares in Q1 2021, an estimated $107K.
  • Elm Advisors first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Vanguard Extended Market ETF position peaked at $107K in Q4 2020.
  • 585 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.