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PagnatoKarp Partners’s Vanguard Extended Market ETF VXF Stock Holding History

PagnatoKarp 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
2020
Q1 		– Sell
-4,813
Closed -$606K – 191
2019
Q4 		$606K Sell
4,813
-151
-3% -$18.2K 0.11% 91
2019
Q3 		$577K Sell
4,964
-46
-0.9% -$5.42K 0.11% 92
2019
Q2 		$594K Sell
5,010
-87
-2% -$10.2K 0.13% 87
2019
Q1 		$590K Buy
+5,097
New +$572K 0.13% 89
2018
Q4 		– Sell
-6,213
Closed -$765K – 199
2018
Q3 		$765K Buy
6,213
+156
+3% +$19.1K 0.22% 63
2018
Q2 		$716K Buy
6,057
+1,995
+49% +$231K 0.23% 64
2018
Q1 		$4.53M Sell
4,062
-1,962
-33% -$223K 1.91% 11
2017
Q4 		$673K Sell
6,024
-271
-4% -$29.7K 0.2% 72
2017
Q3 		$674K Sell
6,295
-159
-2% -$16.4K 0.17% 70
2017
Q2 		$660K Sell
6,454
-924
-13% -$93.2K 0.2% 65
2017
Q1 		$737K Sell
7,378
-857
-10% -$84.8K 0.21% 56
2016
Q4 		$790K Buy
+8,235
New +$762K 0.24% 55

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

PagnatoKarp Partners's VXF Position: Q1 2020 in Review

PagnatoKarp Partners sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 4,813 shares — an estimated $606K sold.

PagnatoKarp Partners first reported a position in VXF in Q4 2016 and held it in 12 quarters. The position peaked at $4.53M in Q1 2018. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

  • PagnatoKarp Partners reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 4,813 Vanguard Extended Market ETF shares in Q1 2020, an estimated $606K.
  • PagnatoKarp Partners first reported a position in Vanguard Extended Market ETF in Q4 2016 and held it in 12 quarters.
  • PagnatoKarp Partners's Vanguard Extended Market ETF position peaked at $4.53M in Q1 2018.
  • 397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on PagnatoKarp Partners's 13F filing for Q1 2020, filed 16 Apr 2020.