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

Kings Point 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
2022 Q1	$136K	Hold	822	–	–	0.01%	235
2021 Q4	$150K	Hold	822	–	–	0.01%	248
2021 Q3	$150K	Hold	822	–	–	0.01%	232
2021 Q2	$155K	Hold	822	–	–	0.01%	229
2021 Q1	$145K	Hold	822	–	–	0.01%	228
2020 Q4	$135K	Buy	822 +622	+311%	+$92.2K	0.01%	216
2020 Q3	$26K	Hold	200	–	–	﹤0.01%	383
2020 Q2	$24K	Hold	200	–	–	﹤0.01%	348
2020 Q1	$18K	Hold	200	–	–	﹤0.01%	385
2019 Q4	$25K	Hold	200	–	–	﹤0.01%	392
2019 Q3	$23K	Hold	200	–	–	﹤0.01%	381
2019 Q2	$24K	Hold	200	–	–	﹤0.01%	334
2019 Q1	$23K	Hold	200	–	–	﹤0.01%	298
2018 Q4	$20K	Hold	200	–	–	﹤0.01%	306
2018 Q3	$25K	Hold	200	–	–	﹤0.01%	302
2018 Q2	$24K	Hold	200	–	–	﹤0.01%	304
2018 Q1	$22K	Hold	200	–	–	﹤0.01%	311
2017 Q4	$22K	Hold	200	–	–	﹤0.01%	312
2017 Q3	$21K	Hold	200	–	–	﹤0.01%	297
2017 Q2	$20K	Hold	200	–	–	﹤0.01%	289
2017 Q1	$20K	Hold	200	–	–	﹤0.01%	300
2016 Q4	$19K	Hold	200	–	–	﹤0.01%	271
2016 Q3	$18K	Hold	200	–	–	﹤0.01%	265
2016 Q2	$17K	Hold	200	–	–	﹤0.01%	270
2016 Q1	$17K	Hold	200	–	–	﹤0.01%	275
2015 Q4	$17K	Hold	200	–	–	﹤0.01%	310
2015 Q3	$16K	Sell	200 -200	-50%	-$17.7K	﹤0.01%	327
2015 Q2	$37K	Buy	+400	New	+$37.2K	0.01%	244

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kings Point Capital Management's VXF Position: Q1 2022 in Review

Kings Point Capital Management held its Vanguard Extended Market ETF (VXF) position steady in Q1 2022 at 822 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #235.

Kings Point Capital Management first reported a position in VXF in Q2 2015 and has held it in 28 quarters since. The position peaked at $155K in Q2 2021. 664 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

Kings Point Capital Management held 822 shares of Vanguard Extended Market ETF worth $136K as of Q1 2022.
Kings Point Capital Management left its Vanguard Extended Market ETF share count unchanged in Q1 2022.
Vanguard Extended Market ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #235 holding.
Kings Point Capital Management first reported a position in Vanguard Extended Market ETF in Q2 2015 and has held it in 28 quarters since.
Kings Point Capital Management's Vanguard Extended Market ETF position peaked at $155K in Q2 2021.
664 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.