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

Baystate 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
2023
Q4 		$6.81K Hold
41
– – ﹤0.01% 812
2023
Q3 		$5.9K Hold
41
– – ﹤0.01% 662
2023
Q2 		$6.1K Buy
+41
New +$5.75K ﹤0.01% 666
2022
Q3 		– Sell
-131
Closed -$17K – 949
2022
Q2 		$17K Buy
+131
New +$19.1K ﹤0.01% 480

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Baystate Wealth Management's VXF Position: Q4 2023 in Review

Baystate Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q4 2023 at 41 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Baystate Wealth Management first reported a position in VXF in Q2 2022 and has held it in 4 quarters since. The position peaked at $17K in Q2 2022. 764 funds tracked by Wall St. Rank hold VXF as of Q4 2023.

  • Baystate Wealth Management held 41 shares of Vanguard Extended Market ETF worth $6.81K as of Q4 2023.
  • Baystate Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q4 2023.
  • Vanguard Extended Market ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #812 holding.
  • Baystate Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2022 and has held it in 4 quarters since.
  • Baystate Wealth Management's Vanguard Extended Market ETF position peaked at $17K in Q2 2022.
  • 764 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.