IFAM
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Institutional & Family Asset Management’s Vanguard Extended Market ETF VXF Stock Holding History

Institutional & Family Asset Management’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 		$1.38M Sell
8,152
-269
-3% -$45.4K 0.21% 89
2024
Q1 		$1.48M Buy
8,421
+283
+3% +$47K 0.24% 84
2023
Q4 		$1.34M Buy
8,138
+56
+0.7% +$8.23K 0.22% 81
2023
Q3 		$1.16M Buy
8,082
+27
+0.3% +$4.05K 0.19% 86
2023
Q2 		$1.2M Sell
8,055
-103
-1% -$14.4K 0.2% 87
2023
Q1 		$1.14M Sell
8,158
-12,633
-61% -$1.79M 0.19% 90
2022
Q4 		$2.76M Sell
20,791
-681
-3% -$92.3K 0.46% 63
2022
Q3 		$2.73M Sell
21,472
-1,259
-6% -$178K 0.48% 65
2022
Q2 		$2.98M Buy
22,731
+1,136
+5% +$165K 0.51% 63
2022
Q1 		$3.58M Buy
21,595
+636
+3% +$105K 0.56% 61
2021
Q4 		$3.83M Sell
20,959
-1,239
-6% -$233K 0.6% 59
2021
Q3 		$4.05M Sell
22,198
-408
-2% -$76.1K 0.65% 44
2021
Q2 		$4.26M Sell
22,606
-1,006
-4% -$184K 0.7% 39
2021
Q1 		$4.18M Sell
23,612
-2,058
-8% -$366K 0.81% 24
2020
Q4 		$4.23M Buy
25,670
+459
+2% +$68K 0.89% 20
2020
Q3 		$3.27M Sell
25,211
-68,412
-73% -$8.71M 0.76% 37
2020
Q2 		$11.1M Sell
93,623
-1,728
-2% -$185K 2.29% 8
2020
Q1 		$8.63M Buy
95,351
+352
+0.4% +$40.9K 1.99% 9
2019
Q4 		$12M Buy
94,999
+202
+0.2% +$24.4K 2.53% 5
2019
Q3 		$11M Sell
94,797
-6,525
-6% -$768K 2.42% 5
2019
Q2 		$12M Sell
101,322
-1,961
-2% -$229K 2.6% 5
2019
Q1 		$11.9M Sell
103,283
-1,003
-1% -$113K 2.51% 4
2018
Q4 		$10.4M Buy
104,286
+628
+0.6% +$68.8K 2.33% 6
2018
Q3 		$12.7M Buy
103,658
+2,954
+3% +$361K 2.51% 4
2018
Q2 		$11.9M Buy
100,704
+10,106
+11% +$1.17M 2.47% 3
2018
Q1 		$10.1M Buy
90,598
+23,528
+35% +$2.67M 2.14% 4
2017
Q4 		$7.49M Hold
67,070
– – 1.43% 7
2017
Q3 		$7.18M Buy
+67,070
New +$6.91M 1.44% 8

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Institutional & Family Asset Management's VXF Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Vanguard Extended Market ETF (VXF) stake by 3.2% in Q2 2024, selling an estimated $45.4K and leaving 8,152 shares worth $1.38M. The position accounts for 0.21% of the portfolio, ranked #89.

Institutional & Family Asset Management first reported a position in VXF in Q3 2017 and has held it in 28 quarters since. The position peaked at $12.7M in Q3 2018. 780 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • Institutional & Family Asset Management held 8,152 shares of Vanguard Extended Market ETF worth $1.38M as of Q2 2024.
  • Institutional & Family Asset Management sold 269 Vanguard Extended Market ETF shares in Q2 2024, an estimated $45.4K.
  • Vanguard Extended Market ETF made up 0.21% of Institutional & Family Asset Management's portfolio in Q2 2024, its #89 holding.
  • Institutional & Family Asset Management first reported a position in Vanguard Extended Market ETF in Q3 2017 and has held it in 28 quarters since.
  • Institutional & Family Asset Management's Vanguard Extended Market ETF position peaked at $12.7M in Q3 2018.
  • 780 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.