FP
VXF icon

Fiduciary Planning’s Vanguard Extended Market ETF VXF Stock Holding History

Fiduciary Planning’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 		– Sell
-3,295
Closed -$601K – 65
2021
Q3 		$601K Buy
3,295
+41
+1% +$7.65K 0.32% 47
2021
Q2 		$614K Buy
3,254
+7
+0.2% +$1.28K 0.53% 36
2021
Q1 		$574K Buy
3,247
+12
+0.4% +$2.13K 0.87% 26
2020
Q4 		$533K Buy
3,235
+25
+0.8% +$3.71K 0.75% 36
2020
Q3 		$416K Buy
+3,210
New +$409K 0.69% 36

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fiduciary Planning's VXF Position: Q4 2021 in Review

Fiduciary Planning sold out of Vanguard Extended Market ETF (VXF) in Q4 2021, closing a stake of 3,295 shares — an estimated $601K sold.

Fiduciary Planning first reported a position in VXF in Q3 2020 and held it in 5 quarters. The position peaked at $614K in Q2 2021. 694 funds tracked by Wall St. Rank hold VXF as of Q4 2021.

  • Fiduciary Planning reported no remaining Vanguard Extended Market ETF position as of Q4 2021 after selling out during the quarter.
  • Fiduciary Planning sold 3,295 Vanguard Extended Market ETF shares in Q4 2021, an estimated $601K.
  • Fiduciary Planning first reported a position in Vanguard Extended Market ETF in Q3 2020 and held it in 5 quarters.
  • Fiduciary Planning's Vanguard Extended Market ETF position peaked at $614K in Q2 2021.
  • 694 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.