SHJ
VXF icon

Sharkey, Howes & Javer’s Vanguard Extended Market ETF VXF Stock Holding History

Sharkey, Howes & Javer’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
2019
Q3 		– Sell
-1,430
Closed -$170K – 180
2019
Q2 		$170K Hold
1,430
– – 0.08% 61
2019
Q1 		$165K Hold
1,430
– – 0.08% 63
2018
Q4 		$143K Hold
1,430
– – 0.09% 62
2018
Q3 		$175K Buy
+1,430
New +$175K 0.09% 59

Other funds holding VXF

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Sharkey, Howes & Javer's VXF Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Vanguard Extended Market ETF (VXF) in Q3 2019, closing a stake of 1,430 shares — an estimated $170K sold.

Sharkey, Howes & Javer first reported a position in VXF in Q3 2018 and held it in 4 quarters. The position peaked at $175K in Q3 2018. 376 funds tracked by Wall St. Rank hold VXF as of Q3 2019.

  • Sharkey, Howes & Javer reported no remaining Vanguard Extended Market ETF position as of Q3 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,430 Vanguard Extended Market ETF shares in Q3 2019, an estimated $170K.
  • Sharkey, Howes & Javer first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 4 quarters.
  • Sharkey, Howes & Javer's Vanguard Extended Market ETF position peaked at $175K in Q3 2018.
  • 376 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.