WEC
VXF icon

Winslow Evans & Crocker’s Vanguard Extended Market ETF VXF Stock Holding History

Winslow Evans & Crocker’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
Q4 		$56K Buy
340
+50
+17% +$7.41K 0.01% 572
2020
Q3 		$38K Hold
290
– – 0.01% 507
2020
Q2 		$34K Sell
290
-290
-50% -$31.1K 0.01% 517
2020
Q1 		$54K Hold
580
– – 0.02% 419
2019
Q4 		$74K Hold
580
– – 0.02% 440
2019
Q3 		$68K Hold
580
– – 0.02% 455
2019
Q2 		$70K Hold
580
– – 0.02% 456
2019
Q1 		$68K Sell
580
-26
-4% -$2.92K 0.02% 441
2018
Q4 		$62K Hold
606
– – 0.02% 430
2018
Q3 		$76K Hold
606
– – 0.02% 423
2018
Q2 		$72K Buy
606
+26
+4% +$3.02K 0.02% 431
2018
Q1 		$64.7K Hold
580
– – 0.02% 436
2017
Q4 		$64.8K Hold
580
– – 0.02% 441
2017
Q3 		$62.1K Sell
580
-6
-1% -$619 0.02% 436
2017
Q2 		$59.9K Buy
+586
New +$59.1K 0.02% 519
2016
Q4 		– Sell
-326
Closed -$29.7K – 1323
2016
Q3 		$29.7K Sell
326
-982
-75% -$88.1K 0.01% 652
2016
Q2 		$112K Buy
1,308
+983
+302% +$82.8K 0.03% 361
2016
Q1 		$26.9K Sell
325
-1
-0.3% -$77 0.01% 629
2015
Q4 		$27.2K Hold
326
– – 0.01% 672
2015
Q3 		$26.5K Sell
326
-300
-48% -$26.6K 0.01% 653
2015
Q2 		$57.5K Sell
626
-944
-60% -$87.7K 0.02% 523
2015
Q1 		$145K Buy
1,570
+1,270
+423% +$114K 0.04% 350
2014
Q4 		$26.3K Buy
+300
New +$25.7K 0.01% 668
2014
Q3 		– Sell
-135
Closed -$11.8K – 1435
2014
Q2 		$11.8K Hold
135
– – ﹤0.01% 814
2014
Q1 		$11.5K Hold
135
– – ﹤0.01% 810
2013
Q4 		$11K Buy
+135
New +$10.8K ﹤0.01% 884

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Winslow Evans & Crocker's VXF Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Extended Market ETF (VXF) stake by 17% in Q4 2020, buying an estimated $7.41K and bringing the position to 340 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #572.

Winslow Evans & Crocker first reported a position in VXF in Q4 2013 and has held it in 26 quarters since. The position peaked at $145K in Q1 2015. 536 funds tracked by Wall St. Rank hold VXF as of Q4 2020.

  • Winslow Evans & Crocker held 340 shares of Vanguard Extended Market ETF worth $56K as of Q4 2020.
  • Winslow Evans & Crocker bought 50 Vanguard Extended Market ETF shares in Q4 2020, an estimated $7.41K.
  • Vanguard Extended Market ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #572 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Extended Market ETF in Q4 2013 and has held it in 26 quarters since.
  • Winslow Evans & Crocker's Vanguard Extended Market ETF position peaked at $145K in Q1 2015.
  • 536 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.