Heritage Wealth Management (Arizona)’s Vanguard Extended Market ETF VXF Stock Holding History

Heritage Wealth Management (Arizona)’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	$307K	Hold	1,818	–	–	0.17%	117
2024 Q1	$319K	Hold	1,818	–	–	0.16%	122
2023 Q4	$299K	Buy	+1,818	New	+$267K	0.16%	119
2022 Q4	$483K	Buy	3,636 +1,818	+100%	+$246K	0.07%	219
2022 Q3	$231K	Hold	1,818	–	–	0.07%	196
2022 Q2	$238K	Hold	1,818	–	–	0.08%	201
2022 Q1	$301K	Buy	+1,818	New	+$299K	0.08%	193
2021 Q3	$332K	Sell	1,818 -176	-9%	-$32.8K	0.12%	139
2021 Q2	$376K	Hold	1,994	–	–	0.14%	118
2021 Q1	$353K	Buy	+1,994	New	+$354K	0.2%	91

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VXF Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) held its Vanguard Extended Market ETF (VXF) position steady in Q2 2024 at 1,818 shares worth $307K. The position accounts for 0.17% of the portfolio, ranked #117.

Heritage Wealth Management (Arizona) first reported a position in VXF in Q1 2021 and has held it in 10 quarters since. The position peaked at $483K in Q4 2022. 783 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

Heritage Wealth Management (Arizona) held 1,818 shares of Vanguard Extended Market ETF worth $307K as of Q2 2024.
Heritage Wealth Management (Arizona) left its Vanguard Extended Market ETF share count unchanged in Q2 2024.
Vanguard Extended Market ETF made up 0.17% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #117 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard Extended Market ETF position peaked at $483K in Q4 2022.
783 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.