DWA
VXF icon

Delap Wealth Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

Delap Wealth Advisory’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
-1,952
Closed -$342K – 285
2024
Q1 		$342K Buy
+1,952
New +$324K 0.14% 129

Other funds holding VXF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Delap Wealth Advisory's VXF Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 1,952 shares — an estimated $342K sold.

Delap Wealth Advisory first reported a position in VXF in Q1 2024 and held it in 1 quarter. The position peaked at $342K in Q1 2024. 780 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 1,952 Vanguard Extended Market ETF shares in Q2 2024, an estimated $342K.
  • Delap Wealth Advisory first reported a position in Vanguard Extended Market ETF in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Vanguard Extended Market ETF position peaked at $342K in Q1 2024.
  • 780 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.