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Annapolis Financial Services’s Vanguard Extended Market ETF VXF Stock Holding History

Annapolis Financial Services’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
Q3 		$13.1K Hold
72
– – ﹤0.01% 267
2024
Q2 		$12.2K Hold
72
– – ﹤0.01% 264
2024
Q1 		$12.6K Hold
72
– – ﹤0.01% 259
2023
Q4 		$11.8K Hold
72
– – ﹤0.01% 332
2023
Q3 		$10.3K Hold
72
– – ﹤0.01% 339
2023
Q2 		$10.7K Hold
72
– – ﹤0.01% 333
2023
Q1 		$10.1K Hold
72
– – ﹤0.01% 320
2022
Q4 		$9.57K Hold
72
– – ﹤0.01% 313
2022
Q3 		$9K Hold
72
– – ﹤0.01% 345
2022
Q2 		$9K Buy
+72
New +$10.5K ﹤0.01% 303

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $20.9B AUM 19.34% 1-Year Est. Return

Annapolis Financial Services's VXF Position: Q3 2024 in Review

Annapolis Financial Services held its Vanguard Extended Market ETF (VXF) position steady in Q3 2024 at 72 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Annapolis Financial Services first reported a position in VXF in Q2 2022 and has held it in 10 quarters since. 809 funds tracked by Wall St. Rank hold VXF as of Q3 2024.

  • Annapolis Financial Services held 72 shares of Vanguard Extended Market ETF worth $13.1K as of Q3 2024.
  • Annapolis Financial Services left its Vanguard Extended Market ETF share count unchanged in Q3 2024.
  • Vanguard Extended Market ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #267 holding.
  • Annapolis Financial Services first reported a position in Vanguard Extended Market ETF in Q2 2022 and has held it in 10 quarters since.
  • 809 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.