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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vaughan David Investments's VXF Position: Q1 2019 in Review

Vaughan David Investments sold out of Vanguard Extended Market ETF (VXF) in Q1 2019, closing a stake of 2,169 shares — an estimated $216K sold.

Vaughan David Investments first reported a position in VXF in Q1 2015 and held it in 11 quarters. The position peaked at $300K in Q2 2015. 371 funds tracked by Wall St. Rank hold VXF as of Q1 2019.

Vaughan David Investments reported no remaining Vanguard Extended Market ETF position as of Q1 2019 after selling out during the quarter.
Vaughan David Investments sold 2,169 Vanguard Extended Market ETF shares in Q1 2019, an estimated $216K.
Vaughan David Investments first reported a position in Vanguard Extended Market ETF in Q1 2015 and held it in 11 quarters.
Vaughan David Investments's Vanguard Extended Market ETF position peaked at $300K in Q2 2015.
371 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2019.

Based on Vaughan David Investments's 13F filing for Q1 2019, filed 8 May 2019.