Partners Capital Investment Group’s Vanguard Extended Market ETF VXF Stock Holding History

Partners Capital Investment Group’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
2022 Q1	–	Sell	-3,482	Closed	-$637K	–	130
2021 Q4	$637K	Sell	3,482 -469	-12%	-$88.2K	0.03%	106
2021 Q3	$721K	Buy	3,951 +1,902	+93%	+$355K	0.03%	101
2021 Q2	$386K	Hold	2,049	–	–	0.02%	135
2021 Q1	$362K	Buy	2,049 +6	+0.3%	+$1.07K	0.02%	134
2020 Q4	$336K	Hold	2,043	–	–	0.02%	112
2020 Q3	$265K	Sell	2,043 -1,633	-44%	-$208K	0.02%	106
2020 Q2	$435K	Hold	3,676	–	–	0.02%	105
2020 Q1	$333K	Buy	3,676 +40	+1%	+$4.65K	0.02%	87
2019 Q4	$458K	Hold	3,636	–	–	0.03%	81
2019 Q3	$423K	Hold	3,636	–	–	0.04%	75
2019 Q2	$431K	Buy	+3,636	New	+$425K	0.04%	75

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Partners Capital Investment Group's VXF Position: Q1 2022 in Review

Partners Capital Investment Group sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 3,482 shares — an estimated $637K sold.

Partners Capital Investment Group first reported a position in VXF in Q2 2019 and held it in 11 quarters. The position peaked at $721K in Q3 2021. 664 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

Partners Capital Investment Group reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
Partners Capital Investment Group sold 3,482 Vanguard Extended Market ETF shares in Q1 2022, an estimated $637K.
Partners Capital Investment Group first reported a position in Vanguard Extended Market ETF in Q2 2019 and held it in 11 quarters.
Partners Capital Investment Group's Vanguard Extended Market ETF position peaked at $721K in Q3 2021.
664 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Partners Capital Investment Group's 13F filing for Q1 2022, filed 16 May 2022.