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

Independence Trust’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
2017
Q4 		$557K Hold
4,987
– – 0.62% 29
2017
Q3 		$534K Hold
4,987
– – 0.61% 31
2017
Q2 		$510K Hold
4,987
– – 0.61% 31
2017
Q1 		$498K Buy
+4,987
New +$494K 0.64% 31

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Independence Trust's VXF Position: Q4 2017 in Review

Independence Trust held its Vanguard Extended Market ETF (VXF) position steady in Q4 2017 at 4,987 shares worth $557K. The position accounts for 0.62% of the portfolio, ranked #29.

Independence Trust first reported a position in VXF in Q1 2017 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold VXF as of Q4 2017.

  • Independence Trust held 4,987 shares of Vanguard Extended Market ETF worth $557K as of Q4 2017.
  • Independence Trust left its Vanguard Extended Market ETF share count unchanged in Q4 2017.
  • Vanguard Extended Market ETF made up 0.62% of Independence Trust's portfolio in Q4 2017, its #29 holding.
  • Independence Trust first reported a position in Vanguard Extended Market ETF in Q1 2017 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.