IA
VXF icon

Independence Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Independence 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
2020
Q3 		$11K Hold
85
– – ﹤0.01% 149
2020
Q2 		$10K Hold
85
– – ﹤0.01% 144
2020
Q1 		$8K Hold
85
– – ﹤0.01% 134
2019
Q4 		$11K Buy
+85
New +$10.3K ﹤0.01% 142

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Independence Advisors's VXF Position: Q3 2020 in Review

Independence Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q3 2020 at 85 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Independence Advisors first reported a position in VXF in Q4 2019 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold VXF as of Q3 2020.

  • Independence Advisors held 85 shares of Vanguard Extended Market ETF worth $11K as of Q3 2020.
  • Independence Advisors left its Vanguard Extended Market ETF share count unchanged in Q3 2020.
  • Vanguard Extended Market ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #149 holding.
  • Independence Advisors first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 4 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.