Wealthspire Advisors (Maryland)’s Vanguard Extended Market ETF VXF Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$42.1M	Buy	324,326 +132,573	+69%	+$16.9M	1.48%	14
2020 Q2	$22.7M	Buy	191,753 +24,202	+14%	+$2.6M	1.62%	14
2020 Q1	$15.2M	Buy	167,551 +54,224	+48%	+$6.31M	1.32%	19
2019 Q4	$14.3M	Buy	113,327 +681	+0.6%	+$82.2K	0.96%	21
2019 Q3	$13.1M	Buy	112,646 +7,589	+7%	+$893K	0.96%	22
2019 Q2	$12.5M	Buy	105,057 +8,357	+9%	+$977K	0.93%	22
2019 Q1	$11.2M	Buy	96,700 +24,039	+33%	+$2.7M	0.84%	22
2018 Q4	$7.25M	Sell	72,661 -8,393	-10%	-$920K	0.65%	32
2018 Q3	$9.94M	Buy	81,054 +12,646	+18%	+$1.55M	0.82%	20
2018 Q2	$8.06M	Buy	68,408 +13,027	+24%	+$1.51M	0.73%	21
2018 Q1	$6.18M	Buy	55,381 +17,228	+45%	+$1.96M	0.58%	31
2017 Q4	$4.26M	Buy	+38,153	New	+$4.18M	0.41%	42

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VXF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Extended Market ETF (VXF) stake by 69% in Q3 2020, buying an estimated $16.9M and bringing the position to 324,326 shares worth $42.1M. The position accounts for 1.48% of the portfolio, ranked #14.

Wealthspire Advisors (Maryland) first reported a position in VXF in Q4 2017 and has held it in 12 quarters since. 455 funds tracked by Wall St. Rank hold VXF as of Q3 2020.

Wealthspire Advisors (Maryland) held 324,326 shares of Vanguard Extended Market ETF worth $42.1M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 132,573 Vanguard Extended Market ETF shares in Q3 2020, an estimated $16.9M.
Vanguard Extended Market ETF made up 1.48% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #14 holding.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Extended Market ETF in Q4 2017 and has held it in 12 quarters since.
455 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.