FWM
VXF icon

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

Filbrandt 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
2020
Q3 		– Sell
-286
Closed -$34K – 353
2020
Q2 		$34K Buy
+286
New +$30.7K 0.03% 150

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Filbrandt Wealth Management's VXF Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2020, closing a stake of 286 shares — an estimated $34K sold.

Filbrandt Wealth Management first reported a position in VXF in Q2 2020 and held it in 1 quarter. The position peaked at $34K in Q2 2020. 455 funds tracked by Wall St. Rank hold VXF as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 286 Vanguard Extended Market ETF shares in Q3 2020, an estimated $34K.
  • Filbrandt Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Vanguard Extended Market ETF position peaked at $34K in Q2 2020.
  • 455 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.