Graves Light Lenhart Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Graves Light Lenhart Wealth’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 Q4	–	Sell	-8,471	Closed	-$1.08M	–	182
2022 Q3	$1.08M	Sell	8,471 -4,342	-34%	-$612K	0.18%	78
2022 Q2	$1.68M	Sell	12,813 -19,866	-61%	-$2.89M	0.26%	68
2022 Q1	$5.41M	Sell	32,679 -3,980	-11%	-$655K	0.76%	35
2021 Q4	$6.7M	Buy	36,659 +36,191	+7,733%	+$6.81M	0.95%	27
2021 Q3	$85K	Hold	468	–	–	0.01%	300
2021 Q2	$88K	Hold	468	–	–	0.01%	300
2021 Q1	$83K	Hold	468	–	–	0.01%	307
2020 Q4	$77K	Buy	+468	New	+$69.4K	0.01%	307

Other funds holding VXF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

BTI

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

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

Graves Light Lenhart Wealth's VXF Position: Q4 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard Extended Market ETF (VXF) in Q4 2022, closing a stake of 8,471 shares — an estimated $1.08M sold.

Graves Light Lenhart Wealth first reported a position in VXF in Q4 2020 and held it in 8 quarters. The position peaked at $6.7M in Q4 2021. 669 funds tracked by Wall St. Rank hold VXF as of Q4 2022.

Graves Light Lenhart Wealth reported no remaining Vanguard Extended Market ETF position as of Q4 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 8,471 Vanguard Extended Market ETF shares in Q4 2022, an estimated $1.08M.
Graves Light Lenhart Wealth first reported a position in Vanguard Extended Market ETF in Q4 2020 and held it in 8 quarters.
Graves Light Lenhart Wealth's Vanguard Extended Market ETF position peaked at $6.7M in Q4 2021.
669 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.