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CX Institutional’s Vanguard Extended Market ETF VXF Stock Holding History

CX Institutional’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
Q3 		– Sell
-508
Closed -$67K – 1120
2022
Q2 		$67K Buy
+508
New +$73.9K 0.01% 618

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CX Institutional's VXF Position: Q3 2022 in Review

CX Institutional sold out of Vanguard Extended Market ETF (VXF) in Q3 2022, closing a stake of 508 shares — an estimated $67K sold.

CX Institutional first reported a position in VXF in Q2 2022 and held it in 1 quarter. The position peaked at $67K in Q2 2022. 614 funds tracked by Wall St. Rank hold VXF as of Q3 2022.

  • CX Institutional reported no remaining Vanguard Extended Market ETF position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 508 Vanguard Extended Market ETF shares in Q3 2022, an estimated $67K.
  • CX Institutional first reported a position in Vanguard Extended Market ETF in Q2 2022 and held it in 1 quarter.
  • CX Institutional's Vanguard Extended Market ETF position peaked at $67K in Q2 2022.
  • 614 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.