WFG Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

WFG Advisors’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 Q2	$10K	Buy	+102	New	+$10.3K	﹤0.01%	1156
2017 Q1	–	Sell	-101	Closed	-$10K	–	1676
2016 Q4	$10K	Buy	+101	New	+$9.34K	﹤0.01%	1113
2016 Q1	–	Sell	-60	Closed	-$5K	–	1696
2015 Q4	$5K	Sell	60 -714	-92%	-$61.1K	﹤0.01%	1242
2015 Q3	$63K	Buy	774 +400	+107%	+$35.5K	0.02%	575
2015 Q2	$34K	Buy	374 +330	+750%	+$30.7K	0.01%	833
2015 Q1	$4K	Sell	44 -346	-89%	-$31K	﹤0.01%	1430
2014 Q4	$34K	Sell	390 -529	-58%	-$45.3K	0.01%	1040
2014 Q3	$77K	Buy	919 +145	+19%	+$12.5K	0.01%	754
2014 Q2	$68K	Buy	774 +104	+16%	+$8.74K	0.01%	800
2014 Q1	$57K	Sell	670 -205	-23%	-$17.1K	0.01%	860
2013 Q4	$72K	Buy	875 +218	+33%	+$17.4K	0.01%	871
2013 Q3	$51K	Sell	657 -40	-6%	-$2.98K	0.01%	923
2013 Q2	$49K	Buy	+697	New	+$48.2K	0.01%	895

Other funds holding VXF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

WFG Advisors's VXF Position: Q2 2017 in Review

WFG Advisors opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2017: 102 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings. This is a return to the name: WFG Advisors previously reported a position in VXF as recently as Q4 2016.

WFG Advisors first reported a position in VXF in Q2 2013 and has held it in 13 quarters since. The position peaked at $77K in Q3 2014. 261 funds tracked by Wall St. Rank hold VXF as of Q2 2017.

WFG Advisors held 102 shares of Vanguard Extended Market ETF worth $10K as of Q2 2017.
Vanguard Extended Market ETF was a new WFG Advisors position in Q2 2017.
Vanguard Extended Market ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1156 holding.
WFG Advisors first reported a position in Vanguard Extended Market ETF in Q2 2013 and has held it in 13 quarters since.
WFG Advisors's Vanguard Extended Market ETF position peaked at $77K in Q3 2014.
261 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.