Rikoon Group’s Vanguard Extended Market ETF VXF Stock Holding History

Rikoon Group’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 Q1	$409K	Buy	2,310 +10	+0.4%	+$1.78K	0.11%	157
2020 Q4	$379K	Buy	2,300 +3	+0.1%	+$445	0.11%	156
2020 Q3	$299K	Buy	2,297 +1	+0%	+$127	0.09%	173
2020 Q2	$273K	Hold	2,296	–	–	0.09%	175
2020 Q1	$208K	Sell	2,296 -94	-4%	-$10.9K	0.09%	172
2019 Q4	$301K	Buy	2,390 +530	+28%	+$64K	0.1%	164
2019 Q3	$216K	Hold	1,860	–	–	0.08%	192
2019 Q2	$221K	Hold	1,860	–	–	0.08%	190
2019 Q1	$215K	Buy	+1,860	New	+$209K	0.08%	192

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Rikoon Group's VXF Position: Q1 2021 in Review

Rikoon Group increased its Vanguard Extended Market ETF (VXF) stake by 0.43% in Q1 2021, buying an estimated $1.78K and bringing the position to 2,310 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #157.

Rikoon Group first reported a position in VXF in Q1 2019 and has held it in 9 quarters since. 586 funds tracked by Wall St. Rank hold VXF as of Q1 2021.

Rikoon Group held 2,310 shares of Vanguard Extended Market ETF worth $409K as of Q1 2021.
Rikoon Group bought 10 Vanguard Extended Market ETF shares in Q1 2021, an estimated $1.78K.
Vanguard Extended Market ETF made up 0.11% of Rikoon Group's portfolio in Q1 2021, its #157 holding.
Rikoon Group first reported a position in Vanguard Extended Market ETF in Q1 2019 and has held it in 9 quarters since.
586 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.