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Spearhead Capital Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Spearhead Capital 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
2022
Q3 		– Sell
-3,050
Closed -$400K – 176
2022
Q2 		$400K Sell
3,050
-131
-4% -$19.1K 0.06% 94
2022
Q1 		$527K Sell
3,181
-642
-17% -$106K 0.07% 84
2021
Q4 		$699K Sell
3,823
-45
-1% -$8.46K 0.08% 77
2021
Q3 		$705K Sell
3,868
-222
-5% -$41.4K 0.09% 71
2021
Q2 		$771K Sell
4,090
-272
-6% -$49.7K 0.1% 73
2021
Q1 		$772K Sell
4,362
-319
-7% -$56.7K 0.11% 69
2020
Q4 		$771K Buy
4,681
+27
+0.6% +$4K 0.12% 68
2020
Q3 		$604K Sell
4,654
-608
-12% -$77.4K 0.12% 78
2020
Q2 		$623K Sell
5,262
-1,830
-26% -$196K 0.13% 63
2020
Q1 		$642K Sell
7,092
-3,128
-31% -$364K 0.19% 71
2019
Q4 		$1.29M Buy
10,220
+113
+1% +$13.6K 0.32% 60
2019
Q3 		$1.18M Sell
10,107
-106
-1% -$12.5K 0.33% 57
2019
Q2 		$1.21M Buy
10,213
+542
+6% +$63.3K 0.35% 57
2019
Q1 		$1.12M Buy
+9,671
New +$1.09M 0.34% 57
2018
Q4 		– Sell
-6,207
Closed -$733K – 69
2018
Q3 		$733K Buy
6,207
+364
+6% +$44.5K 0.25% 57
2018
Q2 		$688K Sell
5,843
-741
-11% -$86K 0.25% 58
2018
Q1 		$735K Buy
6,584
+4,564
+226% +$518K 0.29% 56
2017
Q4 		$226K Buy
+2,020
New +$221K 0.11% 59

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spearhead Capital Advisors's VXF Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Extended Market ETF (VXF) in Q3 2022, closing a stake of 3,050 shares — an estimated $400K sold.

Spearhead Capital Advisors first reported a position in VXF in Q4 2017 and held it in 18 quarters. The position peaked at $1.29M in Q4 2019. 615 funds tracked by Wall St. Rank hold VXF as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Vanguard Extended Market ETF position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 3,050 Vanguard Extended Market ETF shares in Q3 2022, an estimated $400K.
  • Spearhead Capital Advisors first reported a position in Vanguard Extended Market ETF in Q4 2017 and held it in 18 quarters.
  • Spearhead Capital Advisors's Vanguard Extended Market ETF position peaked at $1.29M in Q4 2019.
  • 615 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.