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Ropes Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Ropes Wealth 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
2017
Q3 		– Sell
-341
Closed -$35K – 721
2017
Q2 		$35K Hold
341
– – 0.01% 364
2017
Q1 		$34K Buy
+341
New +$33.8K 0.01% 367

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Ropes Wealth Advisors's VXF Position: Q3 2017 in Review

Ropes Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q3 2017, closing a stake of 341 shares — an estimated $35K sold.

Ropes Wealth Advisors first reported a position in VXF in Q1 2017 and held it in 2 quarters. The position peaked at $35K in Q2 2017. 274 funds tracked by Wall St. Rank hold VXF as of Q3 2017.

  • Ropes Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q3 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 341 Vanguard Extended Market ETF shares in Q3 2017, an estimated $35K.
  • Ropes Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q1 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Vanguard Extended Market ETF position peaked at $35K in Q2 2017.
  • 274 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2017.

Based on Ropes Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.