Ironwood Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-400	Closed	-$73K	–	538
2021 Q3	$73K	Hold	400	–	–	0.02%	169
2021 Q2	$75K	Hold	400	–	–	0.02%	158
2021 Q1	$71K	Hold	400	–	–	0.02%	151
2020 Q4	$66K	Hold	400	–	–	0.02%	153
2020 Q3	$52K	Hold	400	–	–	0.03%	115
2020 Q2	$47K	Hold	400	–	–	0.03%	113
2020 Q1	$36K	Sell	400 -85	-18%	-$9.89K	0.02%	105
2019 Q4	$61K	Hold	485	–	–	0.03%	99
2019 Q3	$56K	Hold	485	–	–	0.03%	103
2019 Q2	$58K	Hold	485	–	–	0.03%	100
2019 Q1	$56K	Hold	485	–	–	0.03%	104
2018 Q4	$48K	Hold	485	–	–	0.03%	105
2018 Q3	$59K	Hold	485	–	–	0.03%	98
2018 Q2	$57K	Hold	485	–	–	0.03%	78
2018 Q1	$54K	Hold	485	–	–	0.06%	68
2017 Q4	$54K	Hold	485	–	–	0.03%	81
2017 Q3	$52K	Sell	485 -53	-10%	-$5.46K	0.03%	84
2017 Q2	$55K	Hold	538	–	–	0.04%	80
2017 Q1	$54K	Sell	538 -350	-39%	-$34.6K	0.04%	81
2016 Q4	$85K	Hold	888	–	–	0.06%	66
2016 Q3	$81K	Hold	888	–	–	0.06%	70
2016 Q2	$76K	Sell	888 -47	-5%	-$3.96K	0.06%	76
2016 Q1	$77K	Buy	+935	New	+$72.3K	0.06%	74
2015 Q3	$82K	Hold	1,007	–	–	0.04%	90
2015 Q2	$93K	Buy	1,007 +47	+5%	+$4.37K	0.04%	86
2015 Q1	$89K	Sell	960 -260	-21%	-$23.3K	0.04%	86
2014 Q4	$107K	Buy	+1,220	New	+$105K	0.06%	79

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Ironwood Financial's VXF Position: Q4 2021 in Review

Ironwood Financial sold out of Vanguard Extended Market ETF (VXF) in Q4 2021, closing a stake of 400 shares — an estimated $73K sold.

Ironwood Financial first reported a position in VXF in Q4 2014 and held it in 27 quarters. The position peaked at $107K in Q4 2014. 695 funds tracked by Wall St. Rank hold VXF as of Q4 2021.

Ironwood Financial reported no remaining Vanguard Extended Market ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 400 Vanguard Extended Market ETF shares in Q4 2021, an estimated $73K.
Ironwood Financial first reported a position in Vanguard Extended Market ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's Vanguard Extended Market ETF position peaked at $107K in Q4 2014.
695 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.