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Personal Financial Consultants’s Vanguard Extended Market ETF VXF Stock Holding History

Personal Financial Consultants’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
2019
Q2 		$1.81M Sell
15,261
-49
-0.3% -$5.73K 1.36% 11
2019
Q1 		$1.77M Sell
15,310
-5
-0% -$561 1.36% 11
2018
Q4 		$1.53M Buy
15,315
+180
+1% +$19.7K 1.29% 14
2018
Q3 		$1.86M Buy
+15,135
New +$1.85M 1.35% 11

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 $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal Financial Consultants's VXF Position: Q2 2019 in Review

Personal Financial Consultants reduced its Vanguard Extended Market ETF (VXF) stake by 0.32% in Q2 2019, selling an estimated $5.73K and leaving 15,261 shares worth $1.81M. The position accounts for 1.36% of the portfolio, ranked #11.

Personal Financial Consultants first reported a position in VXF in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.86M in Q3 2018. 379 funds tracked by Wall St. Rank hold VXF as of Q2 2019.

  • Personal Financial Consultants held 15,261 shares of Vanguard Extended Market ETF worth $1.81M as of Q2 2019.
  • Personal Financial Consultants sold 49 Vanguard Extended Market ETF shares in Q2 2019, an estimated $5.73K.
  • Vanguard Extended Market ETF made up 1.36% of Personal Financial Consultants's portfolio in Q2 2019, its #11 holding.
  • Personal Financial Consultants first reported a position in Vanguard Extended Market ETF in Q3 2018 and has held it in 4 quarters since.
  • Personal Financial Consultants's Vanguard Extended Market ETF position peaked at $1.86M in Q3 2018.
  • 379 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.