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

LifePlan 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
2020 Q3	$156K	Buy	+1,200	New	+$153K	0.07%	152

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

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

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

LifePlan Financial Group's VXF Position: Q3 2020 in Review

LifePlan Financial Group opened a new position in Vanguard Extended Market ETF (VXF) in Q3 2020: 1,200 shares worth $156K. The stake represents 0.07% of the portfolio and ranks #152 among its holdings.

455 funds tracked by Wall St. Rank hold VXF as of Q3 2020.

LifePlan Financial Group held 1,200 shares of Vanguard Extended Market ETF worth $156K as of Q3 2020.
Vanguard Extended Market ETF was a new LifePlan Financial Group position in Q3 2020.
Vanguard Extended Market ETF made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #152 holding.
455 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.