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Fulcrum Equity Management’s Vanguard Extended Market ETF VXF Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-14,846
Closed -$2.63M – 238
2021
Q1 		$2.63M Buy
+14,846
New +$2.64M 1.04% 28

Other funds holding VXF

Envestnet Asset Management
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fulcrum Equity Management's VXF Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2021, closing a stake of 14,846 shares — an estimated $2.63M sold.

Fulcrum Equity Management first reported a position in VXF in Q1 2021 and held it in 1 quarter. The position peaked at $2.63M in Q1 2021. 624 funds tracked by Wall St. Rank hold VXF as of Q2 2021.

  • Fulcrum Equity Management reported no remaining Vanguard Extended Market ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 14,846 Vanguard Extended Market ETF shares in Q2 2021, an estimated $2.63M.
  • Fulcrum Equity Management first reported a position in Vanguard Extended Market ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's Vanguard Extended Market ETF position peaked at $2.63M in Q1 2021.
  • 624 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.