GBBWRPM
VXF icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Extended Market ETF VXF Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q2 		– Sell
-242
Closed -$20K – 455
2016
Q1 		$20K Hold
242
– – 0.01% 211
2015
Q4 		$20K Buy
+242
New +$20.7K 0.01% 199

Other funds holding VXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's VXF Position: Q2 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2016, closing a stake of 242 shares — an estimated $20K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in VXF in Q4 2015 and held it in 2 quarters. The position peaked at $20K in Q1 2016. 201 funds tracked by Wall St. Rank hold VXF as of Q2 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Vanguard Extended Market ETF position as of Q2 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 242 Vanguard Extended Market ETF shares in Q2 2016, an estimated $20K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Vanguard Extended Market ETF in Q4 2015 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Vanguard Extended Market ETF position peaked at $20K in Q1 2016.
  • 201 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2016, filed 8 Aug 2016.