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VXF icon

WealthShield’s Vanguard Extended Market ETF VXF Stock Holding History

WealthShield’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
2017
Q4 		$70K Buy
+618
New +$67.7K 0.04% 148

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WealthShield's VXF Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Extended Market ETF (VXF) in Q4 2017: 618 shares worth $70K. The stake represents 0.04% of the portfolio and ranks #148 among its holdings.

312 funds tracked by Wall St. Rank hold VXF as of Q4 2017.

  • WealthShield held 618 shares of Vanguard Extended Market ETF worth $70K as of Q4 2017.
  • Vanguard Extended Market ETF was a new WealthShield position in Q4 2017.
  • Vanguard Extended Market ETF made up 0.04% of WealthShield's portfolio in Q4 2017, its #148 holding.
  • 312 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.