Paracle Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Paracle Advisors’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 Q1	–	Sell	-1,090	Closed	-$179K	–	91
2020 Q4	$179K	Sell	1,090 -1,134	-51%	-$168K	0.03%	91
2020 Q3	$288K	Hold	2,224	–	–	0.06%	81
2020 Q2	$263K	Hold	2,224	–	–	0.06%	78
2020 Q1	$201K	Buy	+2,224	New	+$259K	0.05%	79
2019 Q4	–	Sell	-2,539	Closed	-$295K	–	68
2019 Q3	$295K	Hold	2,539	–	–	0.07%	57
2019 Q2	$301K	Hold	2,539	–	–	0.07%	53
2019 Q1	$293K	Hold	2,539	–	–	0.08%	52
2018 Q4	$253K	Buy	+2,539	New	+$278K	0.07%	53

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Paracle Advisors's VXF Position: Q1 2021 in Review

Paracle Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2021, closing a stake of 1,090 shares — an estimated $179K sold.

Paracle Advisors first reported a position in VXF in Q4 2018 and held it in 8 quarters. The position peaked at $301K in Q2 2019. 585 funds tracked by Wall St. Rank hold VXF as of Q1 2021.

Paracle Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2021 after selling out during the quarter.
Paracle Advisors sold 1,090 Vanguard Extended Market ETF shares in Q1 2021, an estimated $179K.
Paracle Advisors first reported a position in Vanguard Extended Market ETF in Q4 2018 and held it in 8 quarters.
Paracle Advisors's Vanguard Extended Market ETF position peaked at $301K in Q2 2019.
585 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.