EWM
VXF icon

Elmwood Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Elmwood Wealth 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
2022
Q1 		– Sell
-208
Closed -$38K – 328
2021
Q4 		$38K Buy
+208
New +$39.1K 0.02% 205
2021
Q2 		$39K Buy
+208
New +$38K 0.02% 183

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elmwood Wealth Management's VXF Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 208 shares — an estimated $38K sold.

Elmwood Wealth Management first reported a position in VXF in Q2 2021 and held it in 2 quarters. The position peaked at $39K in Q2 2021. 664 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 208 Vanguard Extended Market ETF shares in Q1 2022, an estimated $38K.
  • Elmwood Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2021 and held it in 2 quarters.
  • Elmwood Wealth Management's Vanguard Extended Market ETF position peaked at $39K in Q2 2021.
  • 664 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.