Capital Directions Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Capital Directions Investment 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
2022 Q4	$17.7K	Buy	+133	New	+$18K	0.01%	184
2022 Q3	–	Sell	-10	Closed	-$1K	–	247
2022 Q2	$1K	Buy	+10	New	+$1.46K	﹤0.01%	246
2021 Q4	–	Sell	-70	Closed	-$13K	–	236
2021 Q3	$13K	Hold	70	–	–	﹤0.01%	225
2021 Q2	$13K	Buy	+70	New	+$12.8K	﹤0.01%	200

Other funds holding VXF

AWA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $54.7B AUM 26.51% 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

Capital Directions Investment Advisors's VXF Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Vanguard Extended Market ETF (VXF) in Q4 2022: 133 shares worth $17.7K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VXF as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VXF in Q2 2021 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold VXF as of Q4 2022.

Capital Directions Investment Advisors held 133 shares of Vanguard Extended Market ETF worth $17.7K as of Q4 2022.
Vanguard Extended Market ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard Extended Market ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #184 holding.
Capital Directions Investment Advisors first reported a position in Vanguard Extended Market ETF in Q2 2021 and has held it in 4 quarters since.
670 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.