JMG Financial Group’s Vanguard Extended Market ETF VXF Stock Holding History

JMG Financial Group’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
2022 Q1	–	Sell	-1,585	Closed	-$290K	–	88
2021 Q4	$290K	Hold	1,585	–	–	0.01%	74
2021 Q3	$289K	Hold	1,585	–	–	0.02%	74
2021 Q2	$299K	Buy	+1,585	New	+$290K	0.02%	72
2019 Q4	–	Sell	-2,426	Closed	-$282K	–	80
2019 Q3	$282K	Hold	2,426	–	–	0.03%	63
2019 Q2	$288K	Sell	2,426 -205	-8%	-$24K	0.03%	61
2019 Q1	$304K	Hold	2,631	–	–	0.04%	61
2018 Q4	$263K	Hold	2,631	–	–	0.03%	62
2018 Q3	$323K	Hold	2,631	–	–	0.03%	59
2018 Q2	$310K	Hold	2,631	–	–	0.03%	57
2018 Q1	$293K	Hold	2,631	–	–	0.03%	56
2017 Q4	$294K	Hold	2,631	–	–	0.03%	56
2017 Q3	$282K	Hold	2,631	–	–	0.04%	51
2017 Q2	$269K	Hold	2,631	–	–	0.03%	52
2017 Q1	$263K	Hold	2,631	–	–	0.03%	53
2016 Q4	$252K	Sell	2,631 -463	-15%	-$42.8K	0.04%	52
2016 Q3	$282K	Buy	3,094 +463	+18%	+$41.5K	0.05%	50
2016 Q2	$225K	Buy	+2,631	New	+$222K	0.04%	51

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

JMG Financial Group's VXF Position: Q1 2022 in Review

JMG Financial Group sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 1,585 shares — an estimated $290K sold.

JMG Financial Group first reported a position in VXF in Q2 2016 and held it in 17 quarters. The position peaked at $323K in Q3 2018. 665 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

JMG Financial Group reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
JMG Financial Group sold 1,585 Vanguard Extended Market ETF shares in Q1 2022, an estimated $290K.
JMG Financial Group first reported a position in Vanguard Extended Market ETF in Q2 2016 and held it in 17 quarters.
JMG Financial Group's Vanguard Extended Market ETF position peaked at $323K in Q3 2018.
665 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on JMG Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.