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FRG Family Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

FRG Family Wealth Advisors’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
Q2 		– Sell
-558
Closed -$91.5K – 358
2024
Q1 		$91.5K Buy
+558
New +$92.6K 0.02% 167
2018
Q1 		– Sell
-2,039
Closed -$228K – 153
2017
Q4 		$228K Buy
+2,039
New +$223K 0.07% 140

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 $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

FRG Family Wealth Advisors's VXF Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 558 shares — an estimated $91.5K sold.

FRG Family Wealth Advisors first reported a position in VXF in Q4 2017 and held it in 2 quarters. The position peaked at $228K in Q4 2017. 780 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 558 Vanguard Extended Market ETF shares in Q2 2024, an estimated $91.5K.
  • FRG Family Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2017 and held it in 2 quarters.
  • FRG Family Wealth Advisors's Vanguard Extended Market ETF position peaked at $228K in Q4 2017.
  • 780 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.