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MYCIO Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

MYCIO Wealth Partners’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
-2,038
Closed -$257K – 400
2019
Q4 		$257K Buy
2,038
+11
+0.5% +$1.33K 0.02% 293
2019
Q3 		$236K Buy
2,027
+6
+0.3% +$706 0.02% 277
2019
Q2 		$240K Buy
2,021
+10
+0.5% +$1.17K 0.02% 276
2019
Q1 		$232K Hold
2,011
– – 0.02% 262
2018
Q4 		$201K Buy
2,011
+19
+1% +$2.08K 0.02% 262
2018
Q3 		$244K Buy
1,992
+6
+0.3% +$733 0.02% 244
2018
Q2 		$234K Buy
1,986
+95
+5% +$11K 0.02% 244
2018
Q1 		$211K Buy
+1,891
New +$215K 0.02% 226
2016
Q4 		– Sell
-1,414
Closed -$129K – 657
2016
Q3 		$129K Buy
1,414
+5
+0.4% +$449 0.02% 223
2016
Q2 		$120K Buy
1,409
+123
+10% +$10.4K 0.02% 238
2016
Q1 		$106K Buy
1,286
+5
+0.4% +$387 0.02% 222
2015
Q4 		$107K Buy
1,281
+6
+0.5% +$513 0.02% 215
2015
Q3 		$104K Buy
1,275
+11
+0.9% +$975 0.02% 201
2015
Q2 		$116K Buy
1,264
+1
+0.1% +$93 0.02% 193
2015
Q1 		$117K Hold
1,263
– – 0.02% 194
2014
Q4 		$111K Sell
1,263
-922
-42% -$79K 0.02% 186
2014
Q3 		$183K Hold
2,185
– – 0.04% 140
2014
Q2 		$192K Hold
2,185
– – 0.04% 138
2014
Q1 		$186K Sell
2,185
-4,599
-68% -$384K 0.05% 136
2013
Q4 		$561K Hold
6,784
– – 0.14% 73
2013
Q3 		$523K Hold
6,784
– – 0.14% 69
2013
Q2 		$474K Buy
+6,784
New +$469K 0.13% 73

Other funds holding VXF

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
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

MYCIO Wealth Partners's VXF Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 2,038 shares — an estimated $257K sold.

MYCIO Wealth Partners first reported a position in VXF in Q2 2013 and held it in 22 quarters. The position peaked at $561K in Q4 2013. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,038 Vanguard Extended Market ETF shares in Q1 2020, an estimated $257K.
  • MYCIO Wealth Partners first reported a position in Vanguard Extended Market ETF in Q2 2013 and held it in 22 quarters.
  • MYCIO Wealth Partners's Vanguard Extended Market ETF position peaked at $561K in Q4 2013.
  • 397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.