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Freedom Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

Freedom Investment 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
Q3 		– Sell
-3,185
Closed -$272K – 948
2016
Q2 		$272K Sell
3,185
-1,078
-25% -$90.8K 0.02% 626
2016
Q1 		$353K Buy
+4,263
New +$330K 0.03% 506
2015
Q3 		– Sell
-2,343
Closed -$216K – 740
2015
Q2 		$216K Buy
+2,343
New +$218K 0.02% 619

Other funds holding VXF

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Freedom Investment Management's VXF Position: Q3 2016 in Review

Freedom Investment Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2016, closing a stake of 3,185 shares — an estimated $272K sold.

Freedom Investment Management first reported a position in VXF in Q2 2015 and held it in 3 quarters. The position peaked at $353K in Q1 2016. 205 funds tracked by Wall St. Rank hold VXF as of Q3 2016.

  • Freedom Investment Management reported no remaining Vanguard Extended Market ETF position as of Q3 2016 after selling out during the quarter.
  • Freedom Investment Management sold 3,185 Vanguard Extended Market ETF shares in Q3 2016, an estimated $272K.
  • Freedom Investment Management first reported a position in Vanguard Extended Market ETF in Q2 2015 and held it in 3 quarters.
  • Freedom Investment Management's Vanguard Extended Market ETF position peaked at $353K in Q1 2016.
  • 205 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2016.

Based on Freedom Investment Management's 13F filing for Q3 2016, filed 4 Oct 2016.