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Partnervest Advisory Services’s Vanguard Extended Market ETF VXF Stock Holding History

Partnervest Advisory Services’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
Q3 		$1.25M Buy
9,610
+474
+5% +$60.3K 0.4% 50
2020
Q2 		$1.08M Buy
+9,136
New +$981K 0.41% 47

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Partnervest Advisory Services's VXF Position: Q3 2020 in Review

Partnervest Advisory Services increased its Vanguard Extended Market ETF (VXF) stake by 5.2% in Q3 2020, buying an estimated $60.3K and bringing the position to 9,610 shares worth $1.25M. The position accounts for 0.4% of the portfolio, ranked #50.

Partnervest Advisory Services first reported a position in VXF in Q2 2020 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold VXF as of Q3 2020.

  • Partnervest Advisory Services held 9,610 shares of Vanguard Extended Market ETF worth $1.25M as of Q3 2020.
  • Partnervest Advisory Services bought 474 Vanguard Extended Market ETF shares in Q3 2020, an estimated $60.3K.
  • Vanguard Extended Market ETF made up 0.4% of Partnervest Advisory Services's portfolio in Q3 2020, its #50 holding.
  • Partnervest Advisory Services first reported a position in Vanguard Extended Market ETF in Q2 2020 and has held it in 2 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.