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Altus Wealth Group’s Vanguard Extended Market ETF VXF Stock Holding History

Altus Wealth Group’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
-3,259
Closed -$536K – 159
2023
Q4 		$536K Buy
3,259
+1,236
+61% +$182K 0.3% 78
2023
Q3 		$290K Buy
2,023
+390
+24% +$58.5K 0.18% 107
2023
Q2 		$243K Buy
+1,633
New +$229K 0.15% 119

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Citigroup
Citigroup New York $235B AUM 32.99% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altus Wealth Group's VXF Position: Q1 2024 in Review

Altus Wealth Group sold out of Vanguard Extended Market ETF (VXF) in Q1 2024, closing a stake of 3,259 shares — an estimated $536K sold.

Altus Wealth Group first reported a position in VXF in Q2 2023 and held it in 3 quarters. The position peaked at $536K in Q4 2023. 772 funds tracked by Wall St. Rank hold VXF as of Q1 2024.

  • Altus Wealth Group reported no remaining Vanguard Extended Market ETF position as of Q1 2024 after selling out during the quarter.
  • Altus Wealth Group sold 3,259 Vanguard Extended Market ETF shares in Q1 2024, an estimated $536K.
  • Altus Wealth Group first reported a position in Vanguard Extended Market ETF in Q2 2023 and held it in 3 quarters.
  • Altus Wealth Group's Vanguard Extended Market ETF position peaked at $536K in Q4 2023.
  • 772 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2024.

Based on Altus Wealth Group's 13F filing for Q1 2024, filed 2 May 2024.