GI
VXF icon

Gradient Investments’s Vanguard Extended Market ETF VXF Stock Holding History

Gradient Investments’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
Q3 		– Sell
-5
Closed -$844 – 1282
2024
Q2 		$844 Hold
5
– – ﹤0.01% 1103
2024
Q1 		$876 Sell
5
-108
-96% -$17.9K ﹤0.01% 929
2023
Q4 		$18.6K Hold
113
– – ﹤0.01% 714
2023
Q3 		$16.2K Hold
113
– – ﹤0.01% 713
2023
Q2 		$16.8K Hold
113
– – ﹤0.01% 721
2023
Q1 		$15.8K Sell
113
-18
-14% -$2.56K ﹤0.01% 719
2022
Q4 		$17.4K Buy
131
+18
+16% +$2.44K ﹤0.01% 711
2022
Q3 		$14K Hold
113
– – ﹤0.01% 743
2022
Q2 		$15K Sell
113
-30
-21% -$4.37K ﹤0.01% 703
2022
Q1 		$24K Buy
143
+30
+27% +$4.94K ﹤0.01% 615
2021
Q4 		$21K Hold
113
– – ﹤0.01% 653
2021
Q3 		$21K Sell
113
-72
-39% -$13.4K ﹤0.01% 637
2021
Q2 		$35K Hold
185
– – ﹤0.01% 536
2021
Q1 		$33K Sell
185
-79
-30% -$14K ﹤0.01% 536
2020
Q4 		$34K Hold
264
– – ﹤0.01% 471
2020
Q3 		$34K Buy
264
+49
+23% +$6.24K ﹤0.01% 474
2020
Q2 		$25K Hold
215
– – ﹤0.01% 494
2020
Q1 		$19K Hold
215
– – ﹤0.01% 538
2019
Q4 		$27K Buy
+215
New +$26K ﹤0.01% 522
2019
Q3 		– Sell
-748
Closed -$89K – 1247
2019
Q2 		$89K Hold
748
– – ﹤0.01% 318
2019
Q1 		$86K Hold
748
– – 0.01% 290
2018
Q4 		$75K Hold
748
– – ﹤0.01% 292
2018
Q3 		$92K Sell
748
-32
-4% -$3.91K ﹤0.01% 289
2018
Q2 		$92K Buy
+780
New +$90.5K ﹤0.01% 272
2015
Q1 		– Sell
-182
Closed -$16K – 701
2014
Q4 		$16K Buy
+182
New +$15.6K ﹤0.01% 316

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Gradient Investments's VXF Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard Extended Market ETF (VXF) in Q3 2024, closing a stake of 5 shares — an estimated $844 sold.

Gradient Investments first reported a position in VXF in Q4 2014 and held it in 25 quarters. The position peaked at $92K in Q3 2018. 812 funds tracked by Wall St. Rank hold VXF as of Q3 2024.

  • Gradient Investments reported no remaining Vanguard Extended Market ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 5 Vanguard Extended Market ETF shares in Q3 2024, an estimated $844.
  • Gradient Investments first reported a position in Vanguard Extended Market ETF in Q4 2014 and held it in 25 quarters.
  • Gradient Investments's Vanguard Extended Market ETF position peaked at $92K in Q3 2018.
  • 812 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.