Strategic Wealth Management Group’s Vanguard Extended Market ETF VXF Stock Holding History

Strategic Wealth Management Group’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
2021 Q2	$1.35M	Buy	+7,172	New	+$1.31M	0.49%	30

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Strategic Wealth Management Group's VXF Position: Q2 2021 in Review

Strategic Wealth Management Group opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2021: 7,172 shares worth $1.35M. The stake represents 0.49% of the portfolio and ranks #30 among its holdings.

623 funds tracked by Wall St. Rank hold VXF as of Q2 2021.

Strategic Wealth Management Group held 7,172 shares of Vanguard Extended Market ETF worth $1.35M as of Q2 2021.
Vanguard Extended Market ETF was a new Strategic Wealth Management Group position in Q2 2021.
Vanguard Extended Market ETF made up 0.49% of Strategic Wealth Management Group's portfolio in Q2 2021, its #30 holding.
623 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.