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National Planning Corporation’s Vanguard Extended Market ETF VXF Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-24,223
Closed -$2.6M – 614
2017
Q3 		$2.6M Buy
24,223
+4,510
+23% +$465K 0.22% 102
2017
Q2 		$2.03M Sell
19,713
-646
-3% -$65.1K 0.15% 159
2017
Q1 		$2.02M Sell
20,359
-27
-0.1% -$2.67K 0.15% 147
2016
Q4 		$1.99M Sell
20,386
-809
-4% -$74.8K 0.16% 136
2016
Q3 		$1.86M Sell
21,195
-1,691
-7% -$152K 0.15% 147
2016
Q2 		$2.03M Sell
22,886
-1,891
-8% -$159K 0.16% 138
2016
Q1 		$2.06M Sell
24,777
-2,244
-8% -$173K 0.18% 126
2015
Q4 		$1.98M Buy
27,021
+1,252
+5% +$107K 0.16% 140
2015
Q3 		$2.26M Sell
25,769
-1,767
-6% -$157K 0.21% 108
2015
Q2 		$2.5M Sell
27,536
-74,956
-73% -$6.97M 0.22% 99
2015
Q1 		$9.3M Buy
102,492
+16,087
+19% +$1.44M 0.83% 27
2014
Q4 		$7.45M Buy
86,405
+161
+0.2% +$13.8K 0.53% 38
2014
Q3 		$7.2M Buy
86,244
+10,923
+15% +$942K 0.55% 38
2014
Q2 		$6.61M Sell
75,321
-467
-0.6% -$39.3K 0.52% 42
2014
Q1 		$6.54M Buy
75,788
+1,791
+2% +$150K 0.56% 42
2013
Q4 		$6.12M Sell
73,997
-3,943
-5% -$315K 0.55% 42
2013
Q3 		$6.09M Buy
77,940
+9,582
+14% +$715K 0.59% 43
2013
Q2 		$4.76M Buy
+68,358
New +$4.73M 0.59% 44

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

National Planning Corporation's VXF Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard Extended Market ETF (VXF) in Q4 2017, closing a stake of 24,223 shares — an estimated $2.6M sold.

National Planning Corporation first reported a position in VXF in Q2 2013 and held it in 18 quarters. The position peaked at $9.3M in Q1 2015. 312 funds tracked by Wall St. Rank hold VXF as of Q4 2017.

  • National Planning Corporation reported no remaining Vanguard Extended Market ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 24,223 Vanguard Extended Market ETF shares in Q4 2017, an estimated $2.6M.
  • National Planning Corporation first reported a position in Vanguard Extended Market ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Vanguard Extended Market ETF position peaked at $9.3M in Q1 2015.
  • 312 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.