BBJS Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

BBJS Financial Advisors’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	$4.55K	Hold	25	–	–	﹤0.01%	128
2024 Q2	$4.22K	Hold	25	–	–	﹤0.01%	149
2024 Q1	$4.38K	Hold	25	–	–	﹤0.01%	116
2023 Q4	$4.11K	Hold	25	–	–	﹤0.01%	108
2023 Q3	$3.58K	Hold	25	–	–	﹤0.01%	106
2023 Q2	$3.72K	Hold	25	–	–	﹤0.01%	103
2023 Q1	$3.5K	Sell	25 -35	-58%	-$4.97K	﹤0.01%	106
2022 Q4	$7.97K	Buy	+60	New	+$8.13K	﹤0.01%	98

Other funds holding VXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

BBJS Financial Advisors's VXF Position: Q3 2024 in Review

BBJS Financial Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q3 2024 at 25 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

BBJS Financial Advisors first reported a position in VXF in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.97K in Q4 2022. 809 funds tracked by Wall St. Rank hold VXF as of Q3 2024.

BBJS Financial Advisors held 25 shares of Vanguard Extended Market ETF worth $4.55K as of Q3 2024.
BBJS Financial Advisors left its Vanguard Extended Market ETF share count unchanged in Q3 2024.
Vanguard Extended Market ETF made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #128 holding.
BBJS Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's Vanguard Extended Market ETF position peaked at $7.97K in Q4 2022.
809 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.