Freedman Financial Associates’s Vanguard Extended Market ETF VXF Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-126,338	Closed	-$21.3M	–	427
2022 Q1	$21.3M	Buy	126,338 +3,547	+3%	+$584K	14.66%	1
2021 Q4	$22.5M	Buy	122,791 +2,916	+2%	+$548K	15.34%	1
2021 Q3	$21.9M	Buy	119,875 +10,014	+9%	+$1.87M	15.97%	1
2021 Q2	$20.7M	Buy	109,861 +3,693	+3%	+$675K	15.62%	1
2021 Q1	$18.8M	Buy	106,168 +3,462	+3%	+$615K	15.51%	1
2020 Q4	$16.9M	Buy	+102,706	New	+$15.2M	15.19%	1

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Freedman Financial Associates's VXF Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Extended Market ETF (VXF) in Q2 2022, closing a stake of 126,338 shares — an estimated $21.3M sold.

Freedman Financial Associates first reported a position in VXF in Q4 2020 and held it in 6 quarters. The position peaked at $22.5M in Q4 2021. 623 funds tracked by Wall St. Rank hold VXF as of Q2 2022.

Freedman Financial Associates reported no remaining Vanguard Extended Market ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 126,338 Vanguard Extended Market ETF shares in Q2 2022, an estimated $21.3M.
Freedman Financial Associates first reported a position in Vanguard Extended Market ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Vanguard Extended Market ETF position peaked at $22.5M in Q4 2021.
623 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.