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

Wilshire 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
2020
Q2 		– Sell
-39,290
Closed -$3.56M – 27
2020
Q1 		$3.56M Buy
39,290
+4,495
+13% +$523K 3.87% 10
2019
Q4 		$4.38M Sell
34,795
-1,330
-4% -$161K 3.89% 10
2019
Q3 		$4.2M Sell
36,125
-1,400
-4% -$165K 3.75% 13
2019
Q2 		$4.45M Sell
37,525
-3,900
-9% -$456K 3.94% 12
2019
Q1 		$4.78M Sell
41,425
-1,935
-4% -$217K 4.48% 8
2018
Q4 		$4.33M Buy
43,360
+380
+0.9% +$41.7K 4.56% 8
2018
Q3 		$5.27M Sell
42,980
-4,425
-9% -$541K 4.98% 7
2018
Q2 		$5.58M Buy
47,405
+3,880
+9% +$450K 5.27% 7
2018
Q1 		$4.86M Sell
43,525
-480
-1% -$54.5K 4.53% 8
2017
Q4 		$4.92M Buy
44,005
+4,650
+12% +$509K 4.58% 8
2017
Q3 		$4.22M Sell
39,355
-1,030
-3% -$106K 3.74% 13
2017
Q2 		$4.13M Sell
40,385
-3,610
-8% -$364K 3.58% 12
2017
Q1 		$4.39M Sell
43,995
-1,065
-2% -$105K 3.47% 10
2016
Q4 		$4.35M Sell
45,060
-8,460
-16% -$783K 3.44% 10
2016
Q3 		$4.88M Sell
53,520
-25,170
-32% -$2.26M 4.23% 10
2016
Q2 		$6.72M Sell
78,690
-87,010
-53% -$7.33M 5.87% 8
2016
Q1 		$13.7M Buy
165,700
+8,530
+5% +$659K 6.97% 5
2015
Q4 		$13.2M Buy
+157,170
New +$13.4M 7.43% 5

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Osaic Holdings
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilshire Advisors's VXF Position: Q2 2020 in Review

Wilshire Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2020, closing a stake of 39,290 shares — an estimated $3.56M sold.

Wilshire Advisors first reported a position in VXF in Q4 2015 and held it in 18 quarters. The position peaked at $13.7M in Q1 2016. 436 funds tracked by Wall St. Rank hold VXF as of Q2 2020.

  • Wilshire Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2020 after selling out during the quarter.
  • Wilshire Advisors sold 39,290 Vanguard Extended Market ETF shares in Q2 2020, an estimated $3.56M.
  • Wilshire Advisors first reported a position in Vanguard Extended Market ETF in Q4 2015 and held it in 18 quarters.
  • Wilshire Advisors's Vanguard Extended Market ETF position peaked at $13.7M in Q1 2016.
  • 436 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2020.

Based on Wilshire Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.