Whitney & Co’s Vanguard Extended Market ETF VXF Stock Holding History

Whitney & Co’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 Q4	–	Sell	-365	Closed	-$42K	–	465
2018 Q3	$42K	Hold	365	–	–	0.01%	193
2018 Q2	$43K	Hold	365	–	–	0.01%	171
2018 Q1	$41K	Buy	+365	New	+$41.4K	0.01%	182

Other funds holding VXF

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LMIM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Whitney & Co's VXF Position: Q4 2018 in Review

Whitney & Co sold out of Vanguard Extended Market ETF (VXF) in Q4 2018, closing a stake of 365 shares — an estimated $42K sold.

Whitney & Co first reported a position in VXF in Q1 2018 and held it in 3 quarters. The position peaked at $43K in Q2 2018. 346 funds tracked by Wall St. Rank hold VXF as of Q4 2018.

Whitney & Co reported no remaining Vanguard Extended Market ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 365 Vanguard Extended Market ETF shares in Q4 2018, an estimated $42K.
Whitney & Co first reported a position in Vanguard Extended Market ETF in Q1 2018 and held it in 3 quarters.
Whitney & Co's Vanguard Extended Market ETF position peaked at $43K in Q2 2018.
346 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.