LWM
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Liberty Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Liberty 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
Q4 		– Sell
-46
Closed -$8K – 1091
2021
Q3 		$8K Sell
46
-297
-87% -$55.4K ﹤0.01% 879
2021
Q2 		$11K Buy
343
+298
+662% +$54.5K ﹤0.01% 642
2021
Q1 		$7K Hold
45
– – ﹤0.01% 666
2020
Q4 		$7K Hold
45
– – ﹤0.01% 659
2020
Q3 		$6K Buy
+45
New +$5.73K ﹤0.01% 611

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Liberty Wealth Management's VXF Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q4 2021, closing a stake of 46 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in VXF in Q3 2020 and held it in 5 quarters. The position peaked at $11K in Q2 2021. 695 funds tracked by Wall St. Rank hold VXF as of Q4 2021.

  • Liberty Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 46 Vanguard Extended Market ETF shares in Q4 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in Vanguard Extended Market ETF in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Vanguard Extended Market ETF position peaked at $11K in Q2 2021.
  • 695 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.