AWM
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Accel Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-11
Closed -$1.54K – 860
2023
Q1 		$1.54K Sell
11
-94
-90% -$13.3K ﹤0.01% 1127
2022
Q4 		$13.9K Buy
105
+94
+855% +$12.7K 0.01% 631
2022
Q3 		$1K Hold
11
– – ﹤0.01% 1029
2022
Q2 		$1K Hold
11
– – ﹤0.01% 987
2022
Q1 		$2K Hold
11
– – ﹤0.01% 886
2021
Q4 		$2K Buy
+11
New +$2.07K ﹤0.01% 891

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accel Wealth Management's VXF Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2023, closing a stake of 11 shares — an estimated $1.54K sold.

Accel Wealth Management first reported a position in VXF in Q4 2021 and held it in 6 quarters. The position peaked at $13.9K in Q4 2022. 689 funds tracked by Wall St. Rank hold VXF as of Q2 2023.

  • Accel Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 11 Vanguard Extended Market ETF shares in Q2 2023, an estimated $1.54K.
  • Accel Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2021 and held it in 6 quarters.
  • Accel Wealth Management's Vanguard Extended Market ETF position peaked at $13.9K in Q4 2022.
  • 689 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.