O'Brien Wealth Partners
VXF icon

O'Brien Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

O'Brien Wealth Partners’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
2018
Q4 		– Sell
-250
Closed -$31K – 200
2018
Q3 		$31K Buy
+250
New +$30.6K 0.02% 85

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Lockheed Martin Investment Management
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Personal Capital Advisors
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

O'Brien Wealth Partners's VXF Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard Extended Market ETF (VXF) in Q4 2018, closing a stake of 250 shares — an estimated $31K sold.

O'Brien Wealth Partners first reported a position in VXF in Q3 2018 and held it in 1 quarter. The position peaked at $31K in Q3 2018. 346 funds tracked by Wall St. Rank hold VXF as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Vanguard Extended Market ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 250 Vanguard Extended Market ETF shares in Q4 2018, an estimated $31K.
  • O'Brien Wealth Partners first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Vanguard Extended Market ETF position peaked at $31K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.