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

FSM 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
-1,436
Closed -$252K – 169
2024
Q1 		$252K Sell
1,436
-17
-1% -$2.82K 0.09% 137
2023
Q4 		$239K Buy
+1,453
New +$214K 0.1% 136

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FSM Wealth Advisors's VXF Position: Q2 2024 in Review

FSM Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 1,436 shares — an estimated $252K sold.

FSM Wealth Advisors first reported a position in VXF in Q4 2023 and held it in 2 quarters. The position peaked at $252K in Q1 2024. 783 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • FSM Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
  • FSM Wealth Advisors sold 1,436 Vanguard Extended Market ETF shares in Q2 2024, an estimated $252K.
  • FSM Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2023 and held it in 2 quarters.
  • FSM Wealth Advisors's Vanguard Extended Market ETF position peaked at $252K in Q1 2024.
  • 783 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on FSM Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.