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Investors Asset Management of Georgia’s Vanguard Extended Market ETF VXF Stock Holding History

Investors Asset Management of Georgia’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
-525
Closed -$67K – 521
2022
Q3 		$67K Buy
+525
New +$74K 0.03% 261

Other funds holding VXF

AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $61.7B AUM 33.76% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investors Asset Management of Georgia's VXF Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Extended Market ETF (VXF) in Q4 2022, closing a stake of 525 shares — an estimated $67K sold.

Investors Asset Management of Georgia first reported a position in VXF in Q3 2022 and held it in 1 quarter. The position peaked at $67K in Q3 2022. 670 funds tracked by Wall St. Rank hold VXF as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Extended Market ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 525 Vanguard Extended Market ETF shares in Q4 2022, an estimated $67K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Extended Market ETF in Q3 2022 and held it in 1 quarter.
  • Investors Asset Management of Georgia's Vanguard Extended Market ETF position peaked at $67K in Q3 2022.
  • 670 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.