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Engrave Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Engrave Wealth Partners’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
-165,971
Closed -$30.3M – 74
2021
Q4 		$30.3M Buy
165,971
+12,167
+8% +$2.29M 8.76% 4
2021
Q3 		$28M Buy
153,804
+66,535
+76% +$12.4M 8.28% 3
2021
Q2 		$16.5M Buy
87,269
+5,663
+7% +$1.04M 4.96% 5
2021
Q1 		$14.4M Buy
+81,606
New +$14.5M 5.81% 5

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

Engrave Wealth Partners's VXF Position: Q1 2022 in Review

Engrave Wealth Partners sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 165,971 shares — an estimated $30.3M sold.

Engrave Wealth Partners first reported a position in VXF in Q1 2021 and held it in 4 quarters. The position peaked at $30.3M in Q4 2021. 664 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

  • Engrave Wealth Partners reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
  • Engrave Wealth Partners sold 165,971 Vanguard Extended Market ETF shares in Q1 2022, an estimated $30.3M.
  • Engrave Wealth Partners first reported a position in Vanguard Extended Market ETF in Q1 2021 and held it in 4 quarters.
  • Engrave Wealth Partners's Vanguard Extended Market ETF position peaked at $30.3M in Q4 2021.
  • 664 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Engrave Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.