BTWM
VXF icon

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

Baker Tilly 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 		– Sell
-1,221
Closed -$206K – 291
2024
Q2 		$206K Buy
+1,221
New +$206K 0.08% 267

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 $18.1B AUM 15% 1-Year Est. Return

Baker Tilly Wealth Management's VXF Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2024, closing a stake of 1,221 shares — an estimated $206K sold.

Baker Tilly Wealth Management first reported a position in VXF in Q2 2024 and held it in 1 quarter. The position peaked at $206K in Q2 2024. 809 funds tracked by Wall St. Rank hold VXF as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,221 Vanguard Extended Market ETF shares in Q3 2024, an estimated $206K.
  • Baker Tilly Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2024 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Vanguard Extended Market ETF position peaked at $206K in Q2 2024.
  • 809 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.