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Royal Fund Management’s Vanguard Extended Market ETF VXF Stock Holding History

Royal Fund 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
2017
Q4 		– Sell
-88
Closed -$9K – 705
2017
Q3 		$9K Buy
+88
New +$9.07K ﹤0.01% 316

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Morgan Stanley
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Bank of America
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Fund Management's VXF Position: Q4 2017 in Review

Royal Fund Management sold out of Vanguard Extended Market ETF (VXF) in Q4 2017, closing a stake of 88 shares — an estimated $9K sold.

Royal Fund Management first reported a position in VXF in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 312 funds tracked by Wall St. Rank hold VXF as of Q4 2017.

  • Royal Fund Management reported no remaining Vanguard Extended Market ETF position as of Q4 2017 after selling out during the quarter.
  • Royal Fund Management sold 88 Vanguard Extended Market ETF shares in Q4 2017, an estimated $9K.
  • Royal Fund Management first reported a position in Vanguard Extended Market ETF in Q3 2017 and held it in 1 quarter.
  • Royal Fund Management's Vanguard Extended Market ETF position peaked at $9K in Q3 2017.
  • 312 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2017.

Based on Royal Fund Management's 13F filing for Q4 2017, filed 7 May 2020.