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

Cascade 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
2023 Q2	–	Sell	-183	Closed	-$25.7K	–	236
2023 Q1	$25.7K	Buy	+183	New	+$26K	0.02%	176
2022 Q3	–	Sell	-183	Closed	-$24K	–	229
2022 Q2	$24K	Hold	183	–	–	0.02%	186
2022 Q1	$30.3K	Hold	183	–	–	0.02%	195
2021 Q4	$33.5K	Hold	183	–	–	0.02%	187
2021 Q3	$33.4K	Hold	183	–	–	0.02%	179
2021 Q2	$34.5K	Hold	183	–	–	0.02%	182
2021 Q1	$32.4K	Hold	183	–	–	0.02%	180
2020 Q4	$30.1K	Hold	183	–	–	0.02%	181
2020 Q3	$23.7K	Hold	183	–	–	0.02%	185
2020 Q2	$21.7K	Hold	183	–	–	0.02%	179
2020 Q1	$16.6K	Hold	183	–	–	0.02%	183
2019 Q4	$23.1K	Hold	183	–	–	0.02%	185
2019 Q3	$21.3K	Hold	183	–	–	0.02%	190
2019 Q2	$21.7K	Hold	183	–	–	0.02%	179
2019 Q1	$21.1K	Hold	183	–	–	0.02%	170
2018 Q4	$18.3K	Hold	183	–	–	0.02%	172
2018 Q3	$22.4K	Buy	+183	New	+$22.4K	0.02%	160

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

Cascade Investment Advisors's VXF Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2023, closing a stake of 183 shares — an estimated $25.7K sold.

Cascade Investment Advisors first reported a position in VXF in Q3 2018 and held it in 17 quarters. The position peaked at $34.5K in Q2 2021. 689 funds tracked by Wall St. Rank hold VXF as of Q2 2023.

Cascade Investment Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 183 Vanguard Extended Market ETF shares in Q2 2023, an estimated $25.7K.
Cascade Investment Advisors first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 17 quarters.
Cascade Investment Advisors's Vanguard Extended Market ETF position peaked at $34.5K in Q2 2021.
689 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.