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GYL Financial Synergies’s Vanguard Extended Market ETF VXF Stock Holding History

GYL Financial Synergies’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 		$251K Hold
1,381
– – 0.02% 320
2024
Q2 		$233K Hold
1,381
– – 0.02% 336
2024
Q1 		$242K Sell
1,381
-118
-8% -$19.6K 0.02% 328
2023
Q4 		$246K Hold
1,499
– – 0.02% 316
2023
Q3 		$215K Buy
1,499
+1
+0.1% +$150 0.02% 311
2023
Q2 		$223K Buy
+1,498
New +$210K 0.02% 317

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

GYL Financial Synergies's VXF Position: Q3 2024 in Review

GYL Financial Synergies held its Vanguard Extended Market ETF (VXF) position steady in Q3 2024 at 1,381 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #320.

GYL Financial Synergies first reported a position in VXF in Q2 2023 and has held it in 6 quarters since. 812 funds tracked by Wall St. Rank hold VXF as of Q3 2024.

  • GYL Financial Synergies held 1,381 shares of Vanguard Extended Market ETF worth $251K as of Q3 2024.
  • GYL Financial Synergies left its Vanguard Extended Market ETF share count unchanged in Q3 2024.
  • Vanguard Extended Market ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #320 holding.
  • GYL Financial Synergies first reported a position in Vanguard Extended Market ETF in Q2 2023 and has held it in 6 quarters since.
  • 812 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.