PCA
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Personal Capital Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Personal Capital 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
2022
Q4 		$2.63M Sell
19,763
-1,931
-9% -$262K 0.01% 206
2022
Q3 		$2.76M Buy
21,694
+168
+0.8% +$23.7K 0.01% 197
2022
Q2 		$2.82M Sell
21,526
-2,222
-9% -$323K 0.01% 200
2022
Q1 		$3.93M Sell
23,748
-3,007
-11% -$495K 0.02% 200
2021
Q4 		$4.89M Sell
26,755
-1,333
-5% -$251K 0.02% 203
2021
Q3 		$5.12M Buy
28,088
+446
+2% +$83.2K 0.03% 199
2021
Q2 		$5.21M Sell
27,642
-625
-2% -$114K 0.03% 203
2021
Q1 		$5M Buy
28,267
+104
+0.4% +$18.5K 0.03% 204
2020
Q4 		$4.64M Sell
28,163
-2,656
-9% -$394K 0.03% 196
2020
Q3 		$4M Buy
30,819
+367
+1% +$46.7K 0.03% 192
2020
Q2 		$3.6M Sell
30,452
-3,680
-11% -$395K 0.03% 182
2020
Q1 		$2.95M Sell
34,132
-26,573
-44% -$3.09M 0.03% 184
2019
Q4 		$7.65M Sell
60,705
-58
-0.1% -$7K 0.06% 135
2019
Q3 		$7.07M Sell
60,763
-2,041
-3% -$240K 0.07% 134
2019
Q2 		$7.45M Sell
62,804
-679
-1% -$79.3K 0.08% 130
2019
Q1 		$7.33M Sell
63,483
-634,989
-91% -$71.3M 0.08% 126
2018
Q4 		$69.7M Buy
+698,472
New +$76.6M 0.93% 21

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Personal Capital Advisors's VXF Position: Q4 2022 in Review

Personal Capital Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 8.9% in Q4 2022, selling an estimated $262K and leaving 19,763 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #206.

Personal Capital Advisors first reported a position in VXF in Q4 2018 and has held it in 17 quarters since. The position peaked at $69.7M in Q4 2018. 671 funds tracked by Wall St. Rank hold VXF as of Q4 2022.

  • Personal Capital Advisors held 19,763 shares of Vanguard Extended Market ETF worth $2.63M as of Q4 2022.
  • Personal Capital Advisors sold 1,931 Vanguard Extended Market ETF shares in Q4 2022, an estimated $262K.
  • Vanguard Extended Market ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #206 holding.
  • Personal Capital Advisors first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 17 quarters since.
  • Personal Capital Advisors's Vanguard Extended Market ETF position peaked at $69.7M in Q4 2018.
  • 671 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.