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HC Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

HC Financial 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
2022
Q2 		$28K Sell
215
-203
-49% -$29.5K 0.02% 162
2022
Q1 		$69K Hold
418
– – 0.04% 119
2021
Q4 		$76K Buy
418
+334
+398% +$62.8K 0.04% 118
2021
Q3 		$15K Hold
84
– – 0.01% 213
2021
Q2 		$16K Buy
+84
New +$15.4K 0.01% 210

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HC Financial Advisors's VXF Position: Q2 2022 in Review

HC Financial Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 49% in Q2 2022, selling an estimated $29.5K and leaving 215 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #162.

HC Financial Advisors first reported a position in VXF in Q2 2021 and has held it in 5 quarters since. The position peaked at $76K in Q4 2021. 624 funds tracked by Wall St. Rank hold VXF as of Q2 2022.

  • HC Financial Advisors held 215 shares of Vanguard Extended Market ETF worth $28K as of Q2 2022.
  • HC Financial Advisors sold 203 Vanguard Extended Market ETF shares in Q2 2022, an estimated $29.5K.
  • Vanguard Extended Market ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #162 holding.
  • HC Financial Advisors first reported a position in Vanguard Extended Market ETF in Q2 2021 and has held it in 5 quarters since.
  • HC Financial Advisors's Vanguard Extended Market ETF position peaked at $76K in Q4 2021.
  • 624 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.