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Ipswich Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

Ipswich Investment 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
2019
Q3 		– Sell
-1,890
Closed -$224K – 180
2019
Q2 		$224K Hold
1,890
– – 0.07% 166
2019
Q1 		$218K Sell
1,890
-809
-30% -$90.8K 0.07% 168
2018
Q4 		$269K Buy
+2,699
New +$296K 0.1% 142

Other funds holding VXF

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ipswich Investment Management's VXF Position: Q3 2019 in Review

Ipswich Investment Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2019, closing a stake of 1,890 shares — an estimated $224K sold.

Ipswich Investment Management first reported a position in VXF in Q4 2018 and held it in 3 quarters. The position peaked at $269K in Q4 2018. 376 funds tracked by Wall St. Rank hold VXF as of Q3 2019.

  • Ipswich Investment Management reported no remaining Vanguard Extended Market ETF position as of Q3 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 1,890 Vanguard Extended Market ETF shares in Q3 2019, an estimated $224K.
  • Ipswich Investment Management first reported a position in Vanguard Extended Market ETF in Q4 2018 and held it in 3 quarters.
  • Ipswich Investment Management's Vanguard Extended Market ETF position peaked at $269K in Q4 2018.
  • 376 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2019.

Based on Ipswich Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.