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

BerganKDV 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 Q2	$4.32K	Hold	29	–	–	﹤0.01%	621
2023 Q1	$4.07K	Sell	29 -15	-34%	-$2.13K	﹤0.01%	720
2022 Q4	$5.85K	Buy	44 +15	+52%	+$2.03K	﹤0.01%	650
2022 Q3	$4K	Hold	29	–	–	﹤0.01%	732
2022 Q2	$4K	Hold	29	–	–	﹤0.01%	748
2022 Q1	$5K	Hold	29	–	–	﹤0.01%	739
2021 Q4	$5K	Hold	29	–	–	﹤0.01%	789
2021 Q3	$5K	Buy	+29	New	+$5.41K	﹤0.01%	761

Other funds holding VXF

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BerganKDV Wealth Management's VXF Position: Q2 2023 in Review

BerganKDV Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q2 2023 at 29 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

BerganKDV Wealth Management first reported a position in VXF in Q3 2021 and has held it in 8 quarters since. The position peaked at $5.85K in Q4 2022. 689 funds tracked by Wall St. Rank hold VXF as of Q2 2023.

BerganKDV Wealth Management held 29 shares of Vanguard Extended Market ETF worth $4.32K as of Q2 2023.
BerganKDV Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q2 2023.
Vanguard Extended Market ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #621 holding.
BerganKDV Wealth Management first reported a position in Vanguard Extended Market ETF in Q3 2021 and has held it in 8 quarters since.
BerganKDV Wealth Management's Vanguard Extended Market ETF position peaked at $5.85K in Q4 2022.
689 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.