LFA
VXF icon

Lighthouse Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Lighthouse Financial Advisors’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
-114
Closed -$14K – 272
2019
Q4 		$14K Buy
+114
New +$13.8K 0.01% 174

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

Lighthouse Financial Advisors's VXF Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 114 shares — an estimated $14K sold.

Lighthouse Financial Advisors first reported a position in VXF in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 114 Vanguard Extended Market ETF shares in Q1 2020, an estimated $14K.
  • Lighthouse Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Vanguard Extended Market ETF position peaked at $14K in Q4 2019.
  • 397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.