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VXF icon

Wealthfront’s Vanguard Extended Market ETF VXF Stock Holding History

Wealthfront’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
2018
Q3 		$307M Buy
2,501,225
+48,693
+2% +$5.95M 2.96% 11
2018
Q2 		$289M Sell
2,452,532
-28,755
-1% -$3.34M 2.95% 11
2018
Q1 		$277M Buy
2,481,287
+390,949
+19% +$44.4M 2.81% 10
2017
Q4 		$234M Buy
2,090,338
+368,051
+21% +$40.3M 2.6% 11
2017
Q3 		$185M Buy
1,722,287
+335,575
+24% +$34.6M 2.38% 13
2017
Q2 		$142M Buy
1,386,712
+283,013
+26% +$28.5M 2.13% 13
2017
Q1 		$110M Buy
1,103,699
+204,296
+23% +$20.2M 1.96% 14
2016
Q4 		$86.3M Sell
899,403
-7,988
-0.9% -$739K 1.9% 14
2016
Q3 		$82.8M Buy
907,391
+173,546
+24% +$15.6M 1.96% 13
2016
Q2 		$62.7M Buy
733,845
+108,860
+17% +$9.17M 1.73% 14
2016
Q1 		$51.7M Buy
624,985
+254,588
+69% +$19.7M 1.64% 14
2015
Q4 		$31M Buy
370,397
+214,674
+138% +$18.4M 1.12% 16
2015
Q3 		$12.7M Sell
155,723
-143,295
-48% -$12.7M 0.51% 20
2015
Q2 		$27.5M Buy
299,018
+181,032
+153% +$16.8M 1.13% 16
2015
Q1 		$10.9M Buy
117,986
+19,662
+20% +$1.76M 0.52% 18
2014
Q4 		$8.63M Sell
98,324
-106,343
-52% -$9.11M 0.5% 18
2014
Q3 		$17.1M Sell
204,667
-2,912
-1% -$251K 1.18% 13
2014
Q2 		$18.4M Buy
207,579
+82,238
+66% +$6.91M 1.59% 10
2014
Q1 		$10.8M Buy
+125,341
New +$10.5M 1.34% 9

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Wealthfront's VXF Position: Q3 2018 in Review

Wealthfront increased its Vanguard Extended Market ETF (VXF) stake by 2% in Q3 2018, buying an estimated $5.95M and bringing the position to 2,501,225 shares worth $307M. The position accounts for 2.96% of the portfolio, ranked #11.

Wealthfront first reported a position in VXF in Q1 2014 and has held it in 19 quarters since. 334 funds tracked by Wall St. Rank hold VXF as of Q3 2018.

  • Wealthfront held 2,501,225 shares of Vanguard Extended Market ETF worth $307M as of Q3 2018.
  • Wealthfront bought 48,693 Vanguard Extended Market ETF shares in Q3 2018, an estimated $5.95M.
  • Vanguard Extended Market ETF made up 2.96% of Wealthfront's portfolio in Q3 2018, its #11 holding.
  • Wealthfront first reported a position in Vanguard Extended Market ETF in Q1 2014 and has held it in 19 quarters since.
  • 334 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.