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Bison Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Bison Wealth’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
2022
Q1 		– Sell
-25
Closed -$5K – 417
2021
Q4 		$5K Hold
25
– – ﹤0.01% 331
2021
Q3 		$5K Buy
+25
New +$4.66K ﹤0.01% 451
2020
Q2 		– Sell
-318
Closed -$29K – 372
2020
Q1 		$29K Hold
318
– – 0.02% 261
2019
Q4 		$40K Buy
+318
New +$38.4K 0.02% 303

Other funds holding VXF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bison Wealth's VXF Position: Q1 2022 in Review

Bison Wealth sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 25 shares — an estimated $5K sold.

Bison Wealth first reported a position in VXF in Q4 2019 and held it in 4 quarters. The position peaked at $40K in Q4 2019. 664 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

  • Bison Wealth reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
  • Bison Wealth sold 25 Vanguard Extended Market ETF shares in Q1 2022, an estimated $5K.
  • Bison Wealth first reported a position in Vanguard Extended Market ETF in Q4 2019 and held it in 4 quarters.
  • Bison Wealth's Vanguard Extended Market ETF position peaked at $40K in Q4 2019.
  • 664 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.