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Diversified’s Vanguard Extended Market ETF VXF Stock Holding History

Diversified’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
Q3 		$2.96M Buy
16,245
+1,646
+11% +$288K 0.32% 26
2024
Q2 		$2.46M Buy
+14,599
New +$2.46M 0.29% 31
2021
Q1 		– Sell
-69
Closed -$9K – 332
2020
Q4 		$9K Buy
+69
New +$10.2K 0.01% 295

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 $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Diversified's VXF Position: Q3 2024 in Review

Diversified increased its Vanguard Extended Market ETF (VXF) stake by 11% in Q3 2024, buying an estimated $288K and bringing the position to 16,245 shares worth $2.96M. The position accounts for 0.32% of the portfolio, ranked #26.

Diversified first reported a position in VXF in Q4 2020 and has held it in 3 quarters since. 810 funds tracked by Wall St. Rank hold VXF as of Q3 2024.

  • Diversified held 16,245 shares of Vanguard Extended Market ETF worth $2.96M as of Q3 2024.
  • Diversified bought 1,646 Vanguard Extended Market ETF shares in Q3 2024, an estimated $288K.
  • Vanguard Extended Market ETF made up 0.32% of Diversified's portfolio in Q3 2024, its #26 holding.
  • Diversified first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 3 quarters since.
  • 810 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.