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

Gupta 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
2016 Q1	$2.16M	Buy	26,112 +2,027	+8%	+$157K	0.51%	44
2015 Q4	$2.02M	Buy	24,085 +16,497	+217%	+$1.41M	0.51%	45
2015 Q3	$619K	Buy	7,588 +3,470	+84%	+$308K	0.15%	119
2015 Q2	$379K	Buy	4,118 +544	+15%	+$50.6K	0.09%	177
2015 Q1	$330K	Buy	+3,574	New	+$320K	0.1%	165

Other funds holding VXF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Gupta Wealth Management's VXF Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 8.4% in Q1 2016, buying an estimated $157K and bringing the position to 26,112 shares worth $2.16M. The position accounts for 0.51% of the portfolio, ranked #44.

Gupta Wealth Management first reported a position in VXF in Q1 2015 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold VXF as of Q1 2016.

Gupta Wealth Management held 26,112 shares of Vanguard Extended Market ETF worth $2.16M as of Q1 2016.
Gupta Wealth Management bought 2,027 Vanguard Extended Market ETF shares in Q1 2016, an estimated $157K.
Vanguard Extended Market ETF made up 0.51% of Gupta Wealth Management's portfolio in Q1 2016, its #44 holding.
Gupta Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2015 and has held it in 5 quarters since.
198 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.