Ritholtz Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Ritholtz Wealth Management’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
2020 Q1	–	Sell	-2,470	Closed	-$311K	–	207
2019 Q4	$311K	Buy	2,470 +151	+7%	+$18.2K	0.05%	111
2019 Q3	$270K	Buy	2,319 +91	+4%	+$10.7K	0.04%	111
2019 Q2	$264K	Buy	2,228 +146	+7%	+$17.1K	0.05%	105
2019 Q1	$240K	Sell	2,082 -391	-16%	-$43.9K	0.04%	113
2018 Q4	$247K	Buy	+2,473	New	+$271K	0.06%	107
2018 Q3	–	Sell	-2,108	Closed	-$248K	–	119
2018 Q2	$248K	Buy	+2,108	New	+$245K	0.07%	99

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 $49B AUM 17.78% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Ritholtz Wealth Management's VXF Position: Q1 2020 in Review

Ritholtz Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2020, closing a stake of 2,470 shares — an estimated $311K sold.

Ritholtz Wealth Management first reported a position in VXF in Q2 2018 and held it in 6 quarters. The position peaked at $311K in Q4 2019. 397 funds tracked by Wall St. Rank hold VXF as of Q1 2020.

Ritholtz Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q1 2020 after selling out during the quarter.
Ritholtz Wealth Management sold 2,470 Vanguard Extended Market ETF shares in Q1 2020, an estimated $311K.
Ritholtz Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2018 and held it in 6 quarters.
Ritholtz Wealth Management's Vanguard Extended Market ETF position peaked at $311K in Q4 2019.
397 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2020.

Based on Ritholtz Wealth Management's 13F filing for Q1 2020, filed 9 Apr 2020.