Crestone Asset Management’s Vanguard Extended Market ETF VXF Stock Holding History

Crestone Asset Management’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
2024 Q2	–	Sell	-1,548	Closed	-$271K	–	97
2024 Q1	$271K	Hold	1,548	–	–	0.05%	78
2023 Q4	$255K	Hold	1,548	–	–	0.06%	85
2023 Q3	$222K	Hold	1,548	–	–	0.05%	105
2023 Q2	$230K	Sell	1,548 -150	-9%	-$21K	0.05%	68
2023 Q1	$238K	Buy	+1,698	New	+$241K	0.05%	67
2022 Q2	–	Sell	-1,677	Closed	-$278K	–	96
2022 Q1	$278K	Hold	1,677	–	–	0.06%	72
2021 Q4	$307K	Hold	1,677	–	–	0.06%	79
2021 Q3	$306K	Hold	1,677	–	–	0.07%	69
2021 Q2	$316K	Hold	1,677	–	–	0.07%	67
2021 Q1	$297K	Sell	1,677 -352	-17%	-$62.5K	0.08%	58
2020 Q4	$334K	Sell	2,029 -150	-7%	-$22.2K	0.09%	52
2020 Q3	$283K	Buy	+2,179	New	+$277K	0.09%	48

Other funds holding VXF

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Crestone Asset Management's VXF Position: Q2 2024 in Review

Crestone Asset Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 1,548 shares — an estimated $271K sold.

Crestone Asset Management first reported a position in VXF in Q3 2020 and held it in 12 quarters. The position peaked at $334K in Q4 2020. 780 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

Crestone Asset Management reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
Crestone Asset Management sold 1,548 Vanguard Extended Market ETF shares in Q2 2024, an estimated $271K.
Crestone Asset Management first reported a position in Vanguard Extended Market ETF in Q3 2020 and held it in 12 quarters.
Crestone Asset Management's Vanguard Extended Market ETF position peaked at $334K in Q4 2020.
780 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.