JWM
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Jackson Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Jackson Wealth 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
2021
Q3 		– Sell
-9,186
Closed -$1.73M – 125
2021
Q2 		$1.73M Buy
9,186
+854
+10% +$156K 0.22% 88
2021
Q1 		$1.47M Buy
+8,332
New +$1.48M 0.22% 90

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 $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jackson Wealth Management's VXF Position: Q3 2021 in Review

Jackson Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2021, closing a stake of 9,186 shares — an estimated $1.73M sold.

Jackson Wealth Management first reported a position in VXF in Q1 2021 and held it in 2 quarters. The position peaked at $1.73M in Q2 2021. 623 funds tracked by Wall St. Rank hold VXF as of Q3 2021.

  • Jackson Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q3 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 9,186 Vanguard Extended Market ETF shares in Q3 2021, an estimated $1.73M.
  • Jackson Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2021 and held it in 2 quarters.
  • Jackson Wealth Management's Vanguard Extended Market ETF position peaked at $1.73M in Q2 2021.
  • 623 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2021.

Based on Jackson Wealth Management's 13F filing for Q3 2021, filed 10 Dec 2021.