AlTi Global’s Vanguard Extended Market ETF VXF Stock Holding History

AlTi Global’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
2024 Q1	–	Sell	-1,487	Closed	-$244K	–	401
2023 Q4	$244K	Buy	+1,487	New	+$219K	0.01%	317

Other funds holding VXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AlTi Global's VXF Position: Q1 2024 in Review

AlTi Global sold out of Vanguard Extended Market ETF (VXF) in Q1 2024, closing a stake of 1,487 shares — an estimated $244K sold.

AlTi Global first reported a position in VXF in Q4 2023 and held it in 1 quarter. The position peaked at $244K in Q4 2023. 772 funds tracked by Wall St. Rank hold VXF as of Q1 2024.

AlTi Global reported no remaining Vanguard Extended Market ETF position as of Q1 2024 after selling out during the quarter.
AlTi Global sold 1,487 Vanguard Extended Market ETF shares in Q1 2024, an estimated $244K.
AlTi Global first reported a position in Vanguard Extended Market ETF in Q4 2023 and held it in 1 quarter.
AlTi Global's Vanguard Extended Market ETF position peaked at $244K in Q4 2023.
772 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2024.

Based on AlTi Global's 13F filing for Q1 2024, filed 15 May 2024.