UFA
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US Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

US Financial 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
2021
Q2 		– Sell
-2,470
Closed -$437K – 133
2021
Q1 		$437K Hold
2,470
– – 0.12% 93
2020
Q4 		$407K Buy
+2,470
New +$366K 0.12% 76
2016
Q2 		$395K Hold
4,774
– – 0.79% 26
2016
Q1 		$395K Buy
4,774
+134
+3% +$10.4K 0.69% 26
2015
Q4 		$389K Buy
4,640
+1,302
+39% +$111K 0.37% 38
2015
Q3 		$272K Buy
3,338
+2,743
+461% +$243K 0.45% 43
2015
Q2 		$55K Buy
+595
New +$55.3K 0.05% 96

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return