Reilly Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Reilly Financial 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
2021 Q4	$35K	Hold	192	–	–	﹤0.01%	467
2021 Q3	$35K	Hold	192	–	–	﹤0.01%	431
2021 Q2	$36K	Hold	192	–	–	﹤0.01%	432
2021 Q1	$34K	Hold	192	–	–	﹤0.01%	434
2020 Q4	$32K	Hold	192	–	–	﹤0.01%	404
2020 Q3	$25K	Hold	192	–	–	﹤0.01%	413
2020 Q2	$23K	Hold	192	–	–	﹤0.01%	425
2020 Q1	$17K	Hold	192	–	–	﹤0.01%	470
2019 Q4	$24K	Hold	192	–	–	﹤0.01%	468
2019 Q3	$22K	Hold	192	–	–	﹤0.01%	488
2019 Q2	$23K	Hold	192	–	–	﹤0.01%	505
2019 Q1	$22K	Hold	192	–	–	﹤0.01%	512
2018 Q4	$19K	Hold	192	–	–	﹤0.01%	510
2018 Q3	$24K	Hold	192	–	–	﹤0.01%	515
2018 Q2	$23K	Hold	192	–	–	﹤0.01%	466
2018 Q1	$21K	Buy	+192	New	+$21.8K	﹤0.01%	491

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Reilly Financial Advisors's VXF Position: Q4 2021 in Review

Reilly Financial Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q4 2021 at 192 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Reilly Financial Advisors first reported a position in VXF in Q1 2018 and has held it in 16 quarters since. The position peaked at $36K in Q2 2021. 695 funds tracked by Wall St. Rank hold VXF as of Q4 2021.

Reilly Financial Advisors held 192 shares of Vanguard Extended Market ETF worth $35K as of Q4 2021.
Reilly Financial Advisors left its Vanguard Extended Market ETF share count unchanged in Q4 2021.
Vanguard Extended Market ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #467 holding.
Reilly Financial Advisors first reported a position in Vanguard Extended Market ETF in Q1 2018 and has held it in 16 quarters since.
Reilly Financial Advisors's Vanguard Extended Market ETF position peaked at $36K in Q2 2021.
695 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.