Burleson & Co’s Vanguard Extended Market ETF VXF Stock Holding History

Burleson & Co’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 Q4	$1.2K	Hold	9	–	–	﹤0.01%	349
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	383
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	407
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	390
2021 Q4	$2K	Hold	9	–	–	﹤0.01%	320
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	314
2021 Q2	$2K	Hold	9	–	–	﹤0.01%	320
2021 Q1	$2K	Buy	+9	New	+$1.6K	﹤0.01%	317

Other funds holding VXF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burleson & Co's VXF Position: Q4 2022 in Review

Burleson & Co held its Vanguard Extended Market ETF (VXF) position steady in Q4 2022 at 9 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Burleson & Co first reported a position in VXF in Q1 2021 and has held it in 8 quarters since. The position peaked at $2K in Q4 2021. 670 funds tracked by Wall St. Rank hold VXF as of Q4 2022.

Burleson & Co held 9 shares of Vanguard Extended Market ETF worth $1.2K as of Q4 2022.
Burleson & Co left its Vanguard Extended Market ETF share count unchanged in Q4 2022.
Vanguard Extended Market ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #349 holding.
Burleson & Co first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's Vanguard Extended Market ETF position peaked at $2K in Q4 2021.
670 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.