Guidant Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$6.14M	Sell	52,773 -6,385	-11%	-$752K	2.28%	14
2019 Q2	$7.01M	Sell	59,158 -6,953	-11%	-$813K	2.71%	12
2019 Q1	$7.63M	Sell	66,111 -10,962	-14%	-$1.23M	2.97%	11
2018 Q4	$7.69M	Sell	77,073 -15,722	-17%	-$1.72M	3.59%	6
2018 Q3	$11.3M	Sell	92,795 -4,410	-5%	-$539K	4.71%	8
2018 Q2	$11.5M	Sell	97,205 -375	-0.4%	-$43.5K	5.01%	8
2018 Q1	$10.6M	Buy	97,580 +9,019	+10%	+$1.02M	4.81%	6
2017 Q4	$10.1M	Buy	88,561 +3,006	+4%	+$329K	4.52%	8
2017 Q3	$9.26M	Buy	85,555 +4,268	+5%	+$440K	6.57%	4
2017 Q2	$8.28M	Buy	81,287 +4,592	+6%	+$463K	4.27%	4
2017 Q1	$7.53M	Buy	76,695 +16,002	+26%	+$1.58M	3.95%	5
2016 Q4	$5.93M	Buy	60,693 +21,409	+54%	+$1.98M	3.36%	8
2016 Q3	$3.56M	Buy	+39,284	New	+$3.52M	2.19%	15

Other funds holding VXF

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Guidant Wealth Advisors's VXF Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 11% in Q3 2019, selling an estimated $752K and leaving 52,773 shares worth $6.14M. The position accounts for 2.28% of the portfolio, ranked #14.

Guidant Wealth Advisors first reported a position in VXF in Q3 2016 and has held it in 13 quarters since. The position peaked at $11.5M in Q2 2018. 376 funds tracked by Wall St. Rank hold VXF as of Q3 2019.

Guidant Wealth Advisors held 52,773 shares of Vanguard Extended Market ETF worth $6.14M as of Q3 2019.
Guidant Wealth Advisors sold 6,385 Vanguard Extended Market ETF shares in Q3 2019, an estimated $752K.
Vanguard Extended Market ETF made up 2.28% of Guidant Wealth Advisors's portfolio in Q3 2019, its #14 holding.
Guidant Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Vanguard Extended Market ETF position peaked at $11.5M in Q2 2018.
376 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.