Disciplined Investments’s Vanguard Extended Market ETF VXF Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-36	Closed	-$5.36K	–	1522
2023 Q2	$5.36K	Buy	+36	New	+$5.05K	﹤0.01%	405
2023 Q1	–	Sell	-133	Closed	-$17.7K	–	1709
2022 Q4	$17.7K	Hold	133	–	–	0.01%	292
2022 Q3	$17K	Hold	133	–	–	0.01%	327
2022 Q2	$17K	Hold	133	–	–	0.01%	337
2022 Q1	$22K	Hold	133	–	–	0.01%	322
2021 Q4	$24K	Hold	133	–	–	0.01%	288
2021 Q3	$24K	Hold	133	–	–	0.01%	254
2021 Q2	$25K	Hold	133	–	–	0.01%	249
2021 Q1	$24K	Hold	133	–	–	0.01%	222
2020 Q4	$22K	Hold	133	–	–	0.01%	197
2020 Q3	$17K	Hold	133	–	–	0.01%	232
2020 Q2	$16K	Hold	133	–	–	0.01%	250
2020 Q1	$12K	Sell	133 -291	-69%	-$33.8K	0.01%	263
2019 Q4	$53K	Buy	+424	New	+$51.2K	0.04%	161

Other funds holding VXF

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Disciplined Investments's VXF Position: Q3 2023 in Review

Disciplined Investments sold out of Vanguard Extended Market ETF (VXF) in Q3 2023, closing a stake of 36 shares — an estimated $5.36K sold.

Disciplined Investments first reported a position in VXF in Q4 2019 and held it in 14 quarters. The position peaked at $53K in Q4 2019. 684 funds tracked by Wall St. Rank hold VXF as of Q3 2023.

Disciplined Investments reported no remaining Vanguard Extended Market ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 36 Vanguard Extended Market ETF shares in Q3 2023, an estimated $5.36K.
Disciplined Investments first reported a position in Vanguard Extended Market ETF in Q4 2019 and held it in 14 quarters.
Disciplined Investments's Vanguard Extended Market ETF position peaked at $53K in Q4 2019.
684 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.