Oak Ridge Investments’s Vanguard Extended Market ETF VXF Stock Holding History

Oak Ridge Investments’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 Q4	–	Sell	-4,479	Closed	-$581K	–	181
2020 Q3	$581K	Buy	+4,479	New	+$570K	0.05%	161
2020 Q2	–	Sell	-6,812	Closed	-$617K	–	187
2020 Q1	$617K	Sell	6,812 -26,362	-79%	-$3.07M	0.06%	142
2019 Q4	$4.18M	Buy	33,174 +19,805	+148%	+$2.39M	0.31%	103
2019 Q3	$1.55M	Buy	13,369 +3,358	+34%	+$395K	0.12%	114
2019 Q2	$1.19M	Buy	+10,011	New	+$1.17M	0.08%	122
2019 Q1	–	Sell	-61,427	Closed	-$6.13M	–	176
2018 Q4	$6.13M	Buy	+61,427	New	+$6.73M	0.44%	88
2018 Q2	–	Sell	-11,701	Closed	-$1.3M	–	162
2018 Q1	$1.3M	Sell	11,701 -31,139	-73%	-$3.54M	0.07%	136
2017 Q4	$4.79M	Buy	42,840 +39,000	+1,016%	+$4.27M	0.23%	105
2017 Q3	$411K	Sell	3,840 -3,261	-46%	-$336K	0.02%	155
2017 Q2	$726K	Sell	7,101 -534	-7%	-$53.8K	0.02%	139
2017 Q1	$762K	Buy	+7,635	New	+$756K	0.03%	135

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Oak Ridge Investments's VXF Position: Q4 2020 in Review

Oak Ridge Investments sold out of Vanguard Extended Market ETF (VXF) in Q4 2020, closing a stake of 4,479 shares — an estimated $581K sold.

Oak Ridge Investments first reported a position in VXF in Q1 2017 and held it in 11 quarters. The position peaked at $6.13M in Q4 2018. 536 funds tracked by Wall St. Rank hold VXF as of Q4 2020.

Oak Ridge Investments reported no remaining Vanguard Extended Market ETF position as of Q4 2020 after selling out during the quarter.
Oak Ridge Investments sold 4,479 Vanguard Extended Market ETF shares in Q4 2020, an estimated $581K.
Oak Ridge Investments first reported a position in Vanguard Extended Market ETF in Q1 2017 and held it in 11 quarters.
Oak Ridge Investments's Vanguard Extended Market ETF position peaked at $6.13M in Q4 2018.
536 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2020.

Based on Oak Ridge Investments's 13F filing for Q4 2020, filed 3 Feb 2021.