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USA Financial Formulas’s Vanguard Extended Market ETF VXF Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-7,613
Closed -$934K – 356
2018
Q4 		$934K Sell
7,613
-233
-3% -$25.5K 0.23% 77
2018
Q3 		$924K Buy
+7,846
New +$959K 0.23% 71

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USA Financial Formulas's VXF Position: Q1 2019 in Review

USA Financial Formulas sold out of Vanguard Extended Market ETF (VXF) in Q1 2019, closing a stake of 7,613 shares — an estimated $934K sold.

USA Financial Formulas first reported a position in VXF in Q3 2018 and held it in 2 quarters. The position peaked at $934K in Q4 2018. 371 funds tracked by Wall St. Rank hold VXF as of Q1 2019.

  • USA Financial Formulas reported no remaining Vanguard Extended Market ETF position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 7,613 Vanguard Extended Market ETF shares in Q1 2019, an estimated $934K.
  • USA Financial Formulas first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 2 quarters.
  • USA Financial Formulas's Vanguard Extended Market ETF position peaked at $934K in Q4 2018.
  • 371 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.