EPIQ Capital Group’s Vanguard Extended Market ETF VXF Stock Holding History

EPIQ Capital Group’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 Q4	$227K	Buy	1,197 +6	+0.5%	+$1.16K	0.06%	71
2024 Q3	$217K	Buy	1,191 +4	+0.3%	+$699	0.06%	66
2024 Q2	$201K	Hold	1,187	–	–	0.07%	62
2024 Q1	$208K	Buy	+1,187	New	+$197K	0.08%	58
2023 Q4	–	Sell	-2,351	Closed	-$338K	–	61
2023 Q3	$338K	Buy	2,351 +8	+0.3%	+$1.2K	0.18%	37
2023 Q2	$350K	Hold	2,343	–	–	0.18%	36
2023 Q1	$328K	Buy	2,343 +7	+0.3%	+$993	0.17%	37
2022 Q4	$310K	Buy	2,336 +12	+0.5%	+$1.63K	0.17%	36
2022 Q3	$295K	Buy	2,324 +9	+0.4%	+$1.27K	0.15%	36
2022 Q2	$304K	Buy	2,315 +4	+0.2%	+$582	0.12%	36
2022 Q1	$383K	Buy	2,311 +2	+0.1%	+$329	0.1%	40
2021 Q4	$422K	Buy	2,309 +9	+0.4%	+$1.69K	0.08%	43
2021 Q3	$419K	Buy	2,300 +4	+0.2%	+$746	0.04%	44
2021 Q2	$433K	Buy	2,296 +5	+0.2%	+$914	0.05%	37
2021 Q1	$405K	Buy	2,291 +8	+0.4%	+$1.42K	0.05%	36
2020 Q4	$376K	Buy	2,283 +18	+0.8%	+$2.67K	0.06%	35
2020 Q3	$295K	Buy	2,265 +8	+0.4%	+$1.02K	0.04%	35
2020 Q2	$268K	Hold	2,257	–	–	0.05%	35
2020 Q1	$204K	Buy	2,257 +4	+0.2%	+$465	0.06%	38
2019 Q4	$284K	Buy	+2,253	New	+$272K	0.07%	35

Other funds holding VXF

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EPIQ Capital Group's VXF Position: Q4 2024 in Review

EPIQ Capital Group increased its Vanguard Extended Market ETF (VXF) stake by 0.5% in Q4 2024, buying an estimated $1.16K and bringing the position to 1,197 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #71.

EPIQ Capital Group first reported a position in VXF in Q4 2019 and has held it in 20 quarters since. The position peaked at $433K in Q2 2021. 902 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

EPIQ Capital Group held 1,197 shares of Vanguard Extended Market ETF worth $227K as of Q4 2024.
EPIQ Capital Group bought 6 Vanguard Extended Market ETF shares in Q4 2024, an estimated $1.16K.
Vanguard Extended Market ETF made up 0.06% of EPIQ Capital Group's portfolio in Q4 2024, its #71 holding.
EPIQ Capital Group first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 20 quarters since.
EPIQ Capital Group's Vanguard Extended Market ETF position peaked at $433K in Q2 2021.
902 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.