Apexium Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Apexium Financial’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 Q2	–	Sell	-12,296	Closed	-$2.16M	–	234
2024 Q1	$2.16M	Hold	12,296	–	–	0.16%	56
2023 Q4	$2.02M	Hold	12,296	–	–	0.15%	73
2023 Q3	$1.76M	Hold	12,296	–	–	0.18%	57
2023 Q2	$1.83M	Hold	12,296	–	–	0.16%	57
2023 Q1	$1.72M	Hold	12,296	–	–	0.17%	62
2022 Q4	$1.63M	Hold	12,296	–	–	0.17%	61
2022 Q3	$1.56M	Hold	12,296	–	–	0.19%	53
2022 Q2	$1.61M	Hold	12,296	–	–	0.93%	24
2022 Q1	$2.25M	Hold	12,296	–	–	1.18%	15
2021 Q4	$2.25M	Hold	12,296	–	–	1.16%	16
2021 Q3	$2.24M	Hold	12,296	–	–	1.3%	15
2021 Q2	$2.32M	Hold	12,296	–	–	1.44%	14
2021 Q1	$2.17M	Buy	+12,296	New	+$2.18M	1.6%	13

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Apexium Financial's VXF Position: Q2 2024 in Review

Apexium Financial sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 12,296 shares — an estimated $2.16M sold.

Apexium Financial first reported a position in VXF in Q1 2021 and held it in 13 quarters. The position peaked at $2.32M in Q2 2021. 783 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

Apexium Financial reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
Apexium Financial sold 12,296 Vanguard Extended Market ETF shares in Q2 2024, an estimated $2.16M.
Apexium Financial first reported a position in Vanguard Extended Market ETF in Q1 2021 and held it in 13 quarters.
Apexium Financial's Vanguard Extended Market ETF position peaked at $2.32M in Q2 2021.
783 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Apexium Financial's 13F filing for Q2 2024, filed 6 Aug 2024.