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Personal Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-843
Closed -$159K – 389
2021
Q2 		$159K Buy
+843
New +$154K 0.06% 87
2020
Q1 		– Sell
-974
Closed -$123K – 607
2019
Q4 		$123K Buy
974
+31
+3% +$3.74K 0.05% 94
2019
Q3 		$110K Buy
943
+315
+50% +$37.1K 0.05% 98
2019
Q2 		$74K Buy
+628
New +$73.4K 0.04% 107

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Personal Wealth Partners's VXF Position: Q3 2021 in Review

Personal Wealth Partners sold out of Vanguard Extended Market ETF (VXF) in Q3 2021, closing a stake of 843 shares — an estimated $159K sold.

Personal Wealth Partners first reported a position in VXF in Q2 2019 and held it in 4 quarters. The position peaked at $159K in Q2 2021. 624 funds tracked by Wall St. Rank hold VXF as of Q3 2021.

  • Personal Wealth Partners reported no remaining Vanguard Extended Market ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 843 Vanguard Extended Market ETF shares in Q3 2021, an estimated $159K.
  • Personal Wealth Partners first reported a position in Vanguard Extended Market ETF in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Vanguard Extended Market ETF position peaked at $159K in Q2 2021.
  • 624 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.