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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019
Q3 		– Sell
-359
Closed -$43K – 738
2019
Q2 		$43K Hold
359
– – ﹤0.01% 416
2019
Q1 		$41K Sell
359
-956
-73% -$107K ﹤0.01% 417
2018
Q4 		$131K Buy
+1,315
New +$144K ﹤0.01% 291

Other funds holding VXF

CS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VXF Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Extended Market ETF (VXF) in Q3 2019, closing a stake of 359 shares — an estimated $43K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VXF in Q4 2018 and held it in 3 quarters. The position peaked at $131K in Q4 2018. 376 funds tracked by Wall St. Rank hold VXF as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Extended Market ETF position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 359 Vanguard Extended Market ETF shares in Q3 2019, an estimated $43K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Extended Market ETF in Q4 2018 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Extended Market ETF position peaked at $131K in Q4 2018.
  • 376 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.