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Mid Atlantic Financial Management’s Vanguard Extended Market ETF VXF Stock Holding History

Mid Atlantic Financial 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
Q3 		$1.15M Buy
6,288
+1,522
+32% +$284K 0.08% 221
2021
Q2 		$899K Sell
4,766
-760
-14% -$139K 0.06% 278
2021
Q1 		$978K Sell
5,526
-481
-8% -$85.4K 0.07% 243
2020
Q4 		$989K Buy
6,007
+537
+10% +$79.6K 0.08% 229
2020
Q3 		$776K Buy
5,470
+134
+3% +$17.1K 0.07% 257
2020
Q2 		$631K Buy
5,336
+654
+14% +$70.2K 0.06% 278
2020
Q1 		$424K Buy
4,682
+794
+20% +$92.3K 0.05% 347
2019
Q4 		$490K Buy
3,888
+362
+10% +$43.7K 0.05% 395
2019
Q3 		$410K Buy
3,526
+53
+2% +$6.24K 0.04% 409
2019
Q2 		$412K Sell
3,473
-49
-1% -$5.73K 0.04% 424
2019
Q1 		$407K Buy
3,522
+115
+3% +$12.9K 0.04% 415
2018
Q4 		$340K Buy
+3,407
New +$373K 0.04% 439

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mid Atlantic Financial Management's VXF Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Extended Market ETF (VXF) stake by 32% in Q3 2021, buying an estimated $284K and bringing the position to 6,288 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #221.

Mid Atlantic Financial Management first reported a position in VXF in Q4 2018 and has held it in 12 quarters since. 624 funds tracked by Wall St. Rank hold VXF as of Q3 2021.

  • Mid Atlantic Financial Management held 6,288 shares of Vanguard Extended Market ETF worth $1.15M as of Q3 2021.
  • Mid Atlantic Financial Management bought 1,522 Vanguard Extended Market ETF shares in Q3 2021, an estimated $284K.
  • Vanguard Extended Market ETF made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #221 holding.
  • Mid Atlantic Financial Management first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 12 quarters since.
  • 624 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.