Sensible Financial Planning & Management’s Vanguard Extended Market ETF VXF Stock Holding History

Sensible Financial Planning & 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
2016 Q4	–	Sell	-446	Closed	-$41K	–	74
2016 Q3	$41K	Sell	446 -680	-60%	-$61K	0.03%	38
2016 Q2	$96K	Sell	1,126 -8	-0.7%	-$674	0.07%	38
2016 Q1	$94K	Hold	1,134	–	–	0.07%	37
2015 Q4	$95K	Sell	1,134 -390	-26%	-$33.4K	0.07%	37
2015 Q3	$124K	Sell	1,524 -22	-1%	-$1.95K	0.1%	33
2015 Q2	$142K	Buy	+1,546	New	+$144K	0.12%	33
2015 Q1	–	Sell	-1,770	Closed	-$155K	–	68
2014 Q4	$155K	Sell	1,770 -6	-0.3%	-$514	0.16%	35
2014 Q3	$149K	Buy	+1,776	New	+$153K	0.13%	32

Other funds holding VXF

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Sensible Financial Planning & Management's VXF Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of Vanguard Extended Market ETF (VXF) in Q4 2016, closing a stake of 446 shares — an estimated $41K sold.

Sensible Financial Planning & Management first reported a position in VXF in Q3 2014 and held it in 8 quarters. The position peaked at $155K in Q4 2014. 235 funds tracked by Wall St. Rank hold VXF as of Q4 2016.

Sensible Financial Planning & Management reported no remaining Vanguard Extended Market ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 446 Vanguard Extended Market ETF shares in Q4 2016, an estimated $41K.
Sensible Financial Planning & Management first reported a position in Vanguard Extended Market ETF in Q3 2014 and held it in 8 quarters.
Sensible Financial Planning & Management's Vanguard Extended Market ETF position peaked at $155K in Q4 2014.
235 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.