AWM
VXF icon

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

Aspire 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
2024
Q3 		$306K Sell
1,682
-120
-7% -$21K 0.16% 81
2024
Q2 		$304K Buy
1,802
+63
+4% +$10.6K 0.17% 81
2024
Q1 		$305K Buy
1,739
+329
+23% +$54.6K 0.18% 77
2023
Q4 		$232K Hold
1,410
– – 0.16% 87
2023
Q3 		$202K Buy
+1,410
New +$211K 0.15% 88
2022
Q1 		– Sell
-22
Closed -$4K – 184
2021
Q4 		$4K Buy
+22
New +$4.14K ﹤0.01% 164

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

Aspire Wealth Management's VXF Position: Q3 2024 in Review

Aspire Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 6.7% in Q3 2024, selling an estimated $21K and leaving 1,682 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #81.

Aspire Wealth Management first reported a position in VXF in Q4 2021 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold VXF as of Q3 2024.

  • Aspire Wealth Management held 1,682 shares of Vanguard Extended Market ETF worth $306K as of Q3 2024.
  • Aspire Wealth Management sold 120 Vanguard Extended Market ETF shares in Q3 2024, an estimated $21K.
  • Vanguard Extended Market ETF made up 0.16% of Aspire Wealth Management's portfolio in Q3 2024, its #81 holding.
  • Aspire Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 6 quarters since.
  • 809 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.