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Karp Capital Management’s Vanguard Extended Market ETF VXF Stock Holding History

Karp Capital 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
2020
Q1 		– Sell
-2,710
Closed -$341K – 112
2019
Q4 		$341K Sell
2,710
-1,000
-27% -$121K 0.09% 91
2019
Q3 		$432K Sell
3,710
-790
-18% -$93K 0.13% 85
2019
Q2 		$534K Sell
4,500
-450
-9% -$52.6K 0.17% 84
2019
Q1 		$572K Hold
4,950
– – 0.2% 87
2018
Q4 		$494K Sell
4,950
-1,050
-18% -$115K 0.24% 77
2018
Q3 		$736K Hold
6,000
– – 0.25% 89
2018
Q2 		$707K Hold
6,000
– – 0.28% 85
2018
Q1 		$669K Sell
6,000
-105
-2% -$11.9K 0.27% 86
2017
Q4 		$682K Sell
6,105
-620
-9% -$67.9K 0.29% 85
2017
Q3 		$720K Hold
6,725
– – 0.33% 76
2017
Q2 		$688K Hold
6,725
– – 0.34% 74
2017
Q1 		$672K Hold
6,725
– – 0.38% 64
2016
Q4 		$645K Sell
6,725
-295
-4% -$27.3K 0.43% 58
2016
Q3 		$641K Hold
7,020
– – 0.41% 63
2016
Q2 		$600K Sell
7,020
-230
-3% -$19.4K 0.4% 59
2016
Q1 		$600K Sell
7,250
-3,950
-35% -$305K 0.41% 64
2015
Q4 		$939K Buy
11,200
+2,550
+29% +$218K 0.55% 61
2015
Q3 		$706K Buy
8,650
+400
+5% +$35.5K 0.48% 58
2015
Q2 		$759K Buy
8,250
+100
+1% +$9.29K 0.51% 54
2015
Q1 		$754K Sell
8,150
-300
-4% -$26.9K 0.51% 55
2014
Q4 		$742K Buy
+8,450
New +$724K 0.54% 52

Other funds holding VXF

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Karp Capital Management's VXF Position: Q1 2020 in Review

Karp Capital Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 2,710 shares — an estimated $341K sold.

Karp Capital Management first reported a position in VXF in Q4 2014 and held it in 21 quarters. The position peaked at $939K in Q4 2015. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

  • Karp Capital Management reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
  • Karp Capital Management sold 2,710 Vanguard Extended Market ETF shares in Q1 2020, an estimated $341K.
  • Karp Capital Management first reported a position in Vanguard Extended Market ETF in Q4 2014 and held it in 21 quarters.
  • Karp Capital Management's Vanguard Extended Market ETF position peaked at $939K in Q4 2015.
  • 397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on Karp Capital Management's 13F filing for Q1 2020, filed 14 May 2020.