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Vanguard Extended Market ETF shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Vanguard Extended Market ETF (VXF) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Vanguard Extended Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Extended Market ETF held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Extended Market ETF by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 19k 164.42
2023-09-30 $2.7M 19k 143.33
2023-06-30 $2.8M 19k 148.83
2023-03-31 $2.6M 19k 140.20
2022-12-31 $2.5M 19k 132.86
2022-09-30 $653k 5.1k 127.04
2022-06-30 $2.5M 19k 131.08
2022-03-31 $3.1M 19k 165.65
2021-12-31 $3.4M 19k 182.85
2021-09-30 $3.4M 19k 182.37
2021-06-30 $3.5M 19k 188.58
2021-03-31 $3.3M 19k 176.93
2020-12-31 $3.1M 19k 164.67
2020-09-30 $2.4M 19k 129.71
2020-06-30 $2.2M 19k 118.36
2020-03-31 $1.7M 19k 90.54
2019-12-31 $2.3M 19k 125.99
2019-09-30 $2.2M 19k 116.33
2019-06-30 $2.2M 19k 118.57
2019-03-31 $2.2M 19k 115.46
2018-12-31 $1.9M 19k 99.79
2018-09-30 $2.2M 18k 122.64
2018-06-30 $2.2M 19k 117.81
2018-03-31 $2.1M 19k 111.54
2017-12-31 $2.1M 19k 111.71
2017-09-30 $2.0M 19k 107.15
2017-06-30 $1.9M 19k 102.28
2017-03-31 $1.8M 18k 99.89
2016-12-31 $1.7M 18k 95.88
2016-09-30 $854k 9.4k 91.29
2016-06-30 $218k 2.6k 85.49
2016-03-31 $128k 1.6k 82.58
2015-09-30 $115k 1.4k 81.56
2015-06-30 $130k 1.4k 92.20
2015-03-31 $130k 1.4k 92.20
2014-12-31 $116k 1.3k 87.55
2014-06-30 $118k 1.4k 87.41
2014-03-31 $120k 1.4k 85.11
2013-12-31 $117k 1.4k 82.98

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Vanguard Extended Market ETF

Wealthfront Advisers
HPM Partners
Bank of America Corporation
Fifth Third Bancorp
Citigroup
Assetmark
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Sontag Advisory
UBS Group
SigFig Wealth Management
Cambridge Investment Research Advisors

View all funds holding Vanguard Extended Market ETF