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Novak Financial Planning’s Vanguard Extended Market ETF VXF Stock Holding History

Novak Financial Planning’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
Q2 		$1.54M Sell
8,187
-19
-0.2% -$3.47K 0.76% 42
2021
Q1 		$1.45M Sell
8,206
-239
-3% -$42.5K 0.8% 38
2020
Q4 		$1.39M Buy
+8,445
New +$1.25M 0.82% 36

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Novak Financial Planning's VXF Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Extended Market ETF (VXF) stake by 0.23% in Q2 2021, selling an estimated $3.47K and leaving 8,187 shares worth $1.54M. The position accounts for 0.76% of the portfolio, ranked #42.

Novak Financial Planning first reported a position in VXF in Q4 2020 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold VXF as of Q2 2021.

  • Novak Financial Planning held 8,187 shares of Vanguard Extended Market ETF worth $1.54M as of Q2 2021.
  • Novak Financial Planning sold 19 Vanguard Extended Market ETF shares in Q2 2021, an estimated $3.47K.
  • Vanguard Extended Market ETF made up 0.76% of Novak Financial Planning's portfolio in Q2 2021, its #42 holding.
  • Novak Financial Planning first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.