Brandywine Oak Private Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Brandywine Oak Private 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
2021 Q4	–	Sell	-1,161	Closed	-$211K	–	362
2021 Q3	$211K	Sell	1,161 -91	-7%	-$17K	0.02%	324
2021 Q2	$236K	Buy	+1,252	New	+$229K	0.03%	304
2019 Q1	–	Sell	-400	Closed	-$39K	–	628
2018 Q4	$39K	Buy	+400	New	+$43.8K	0.01%	398

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Brandywine Oak Private Wealth's VXF Position: Q4 2021 in Review

Brandywine Oak Private Wealth sold out of Vanguard Extended Market ETF (VXF) in Q4 2021, closing a stake of 1,161 shares — an estimated $211K sold.

Brandywine Oak Private Wealth first reported a position in VXF in Q4 2018 and held it in 3 quarters. The position peaked at $236K in Q2 2021. 694 funds tracked by Wall St. Rank hold VXF as of Q4 2021.

Brandywine Oak Private Wealth reported no remaining Vanguard Extended Market ETF position as of Q4 2021 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,161 Vanguard Extended Market ETF shares in Q4 2021, an estimated $211K.
Brandywine Oak Private Wealth first reported a position in Vanguard Extended Market ETF in Q4 2018 and held it in 3 quarters.
Brandywine Oak Private Wealth's Vanguard Extended Market ETF position peaked at $236K in Q2 2021.
694 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2021, filed 7 Feb 2022.