Vaughan David Investments’s Vanguard Extended Market ETF VXF Stock Holding History

Vaughan David Investments’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	-2,169	Closed	-$216K	–	187
2018 Q4	$216K	Hold	2,169	–	–	0.01%	173
2018 Q3	$266K	Hold	2,169	–	–	0.01%	159
2018 Q2	$256K	Hold	2,169	–	–	0.01%	165
2018 Q1	$242K	Hold	2,169	–	–	0.01%	174
2017 Q4	$242K	Hold	2,169	–	–	0.01%	166
2017 Q3	$232K	Hold	2,169	–	–	0.01%	158
2017 Q2	$222K	Hold	2,169	–	–	0.01%	159
2017 Q1	$217K	Hold	2,169	–	–	0.01%	156
2016 Q4	$208K	Buy	+2,169	New	+$201K	0.01%	155
2015 Q3	–	Sell	-3,258	Closed	-$300K	–	156
2015 Q2	$300K	Buy	3,258 +1,089	+50%	+$101K	0.02%	134
2015 Q1	$201K	Buy	+2,169	New	+$194K	0.01%	154

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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