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Sand Hill Global Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Sand Hill Global 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
2018
Q1 		– Sell
-1,998
Closed -$223K – 107
2017
Q4 		$223K Hold
1,998
– – 0.02% 103
2017
Q3 		$214K Buy
+1,998
New +$206K 0.02% 107

Other funds holding VXF

Envestnet Asset Management
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W
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Sand Hill Global Advisors's VXF Position: Q1 2018 in Review

Sand Hill Global Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2018, closing a stake of 1,998 shares — an estimated $223K sold.

Sand Hill Global Advisors first reported a position in VXF in Q3 2017 and held it in 2 quarters. The position peaked at $223K in Q4 2017. 306 funds tracked by Wall St. Rank hold VXF as of Q1 2018.

  • Sand Hill Global Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2018 after selling out during the quarter.
  • Sand Hill Global Advisors sold 1,998 Vanguard Extended Market ETF shares in Q1 2018, an estimated $223K.
  • Sand Hill Global Advisors first reported a position in Vanguard Extended Market ETF in Q3 2017 and held it in 2 quarters.
  • Sand Hill Global Advisors's Vanguard Extended Market ETF position peaked at $223K in Q4 2017.
  • 306 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2018.

Based on Sand Hill Global Advisors's 13F filing for Q1 2018, filed 10 May 2018.