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Nadler Financial Group’s Vanguard Extended Market ETF VXF Stock Holding History

Nadler Financial Group’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
2014
Q2 		– Sell
-3,050
Closed -$259K – 77
2014
Q1 		$259K Hold
3,050
– – 0.17% 57
2013
Q4 		$252K Buy
+3,050
New +$243K 0.16% 67

Other funds holding VXF

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Nadler Financial Group's VXF Position: Q2 2014 in Review

Nadler Financial Group sold out of Vanguard Extended Market ETF (VXF) in Q2 2014, closing a stake of 3,050 shares — an estimated $259K sold.

Nadler Financial Group first reported a position in VXF in Q4 2013 and held it in 2 quarters. The position peaked at $259K in Q1 2014. 153 funds tracked by Wall St. Rank hold VXF as of Q2 2014.

  • Nadler Financial Group reported no remaining Vanguard Extended Market ETF position as of Q2 2014 after selling out during the quarter.
  • Nadler Financial Group sold 3,050 Vanguard Extended Market ETF shares in Q2 2014, an estimated $259K.
  • Nadler Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2013 and held it in 2 quarters.
  • Nadler Financial Group's Vanguard Extended Market ETF position peaked at $259K in Q1 2014.
  • 153 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2014.

Based on Nadler Financial Group's 13F filing for Q2 2014, filed 31 Jul 2014.