NNP
VXF icon

Nachman Norwood & Parrott’s Vanguard Extended Market ETF VXF Stock Holding History

Nachman Norwood & Parrott’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
Q2 		– Sell
-3,464
Closed -$401K – 245
2019
Q1 		$401K Hold
3,464
– – 0.07% 163
2018
Q4 		$346K Buy
+3,464
New +$380K 0.07% 166

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $38.8B AUM 21.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nachman Norwood & Parrott's VXF Position: Q2 2019 in Review

Nachman Norwood & Parrott sold out of Vanguard Extended Market ETF (VXF) in Q2 2019, closing a stake of 3,464 shares — an estimated $401K sold.

Nachman Norwood & Parrott first reported a position in VXF in Q4 2018 and held it in 2 quarters. The position peaked at $401K in Q1 2019. 379 funds tracked by Wall St. Rank hold VXF as of Q2 2019.

  • Nachman Norwood & Parrott reported no remaining Vanguard Extended Market ETF position as of Q2 2019 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 3,464 Vanguard Extended Market ETF shares in Q2 2019, an estimated $401K.
  • Nachman Norwood & Parrott first reported a position in Vanguard Extended Market ETF in Q4 2018 and held it in 2 quarters.
  • Nachman Norwood & Parrott's Vanguard Extended Market ETF position peaked at $401K in Q1 2019.
  • 379 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2019.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2019, filed 11 Jul 2019.