JWM
VXF icon

Janiczek Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Janiczek Wealth 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 		$250K Buy
1,476
+2
+0.1% +$338 0.05% 156
2024
Q1 		$258K Hold
1,474
– – 0.06% 153
2023
Q4 		$242K Buy
1,474
+283
+24% +$41.6K 0.06% 135
2023
Q3 		$171K Hold
1,191
– – 0.05% 162
2023
Q2 		$178K Hold
1,191
– – 0.05% 138
2023
Q1 		$165K Hold
1,191
– – 0.05% 143
2022
Q4 		$168K Sell
1,191
-5
-0.4% -$678 0.05% 142
2022
Q3 		$154K Hold
1,196
– – 0.05% 134
2022
Q2 		$173K Hold
1,196
– – 0.05% 123
2022
Q1 		$198K Sell
1,196
-5
-0.4% -$823 0.05% 118
2021
Q4 		$220K Buy
1,201
+1,191
+11,910% +$224K 0.07% 93
2021
Q3 		$2K Hold
10
– – ﹤0.01% 835
2021
Q2 		$2K Hold
10
– – ﹤0.01% 791
2021
Q1 		$2K Hold
10
– – ﹤0.01% 755
2020
Q4 		$2K Hold
10
– – ﹤0.01% 693
2020
Q3 		$1K Hold
10
– – ﹤0.01% 618
2020
Q2 		$1K Hold
10
– – ﹤0.01% 357
2020
Q1 		$1K Sell
10
-32
-76% -$3.72K ﹤0.01% 150
2019
Q4 		$5K Hold
42
– – ﹤0.01% 131
2019
Q3 		$5K Sell
42
-111
-73% -$13.1K ﹤0.01% 131
2019
Q2 		$18K Buy
153
+32
+26% +$3.74K 0.01% 112
2019
Q1 		$14K Hold
121
– – 0.01% 109
2018
Q4 		$12K Hold
121
– – 0.01% 106
2018
Q3 		$15K Hold
121
– – 0.01% 89
2018
Q2 		$14K Buy
+121
New +$14K 0.01% 93

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

Janiczek Wealth Management's VXF Position: Q2 2024 in Review

Janiczek Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 0.14% in Q2 2024, buying an estimated $338 and bringing the position to 1,476 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #156.

Janiczek Wealth Management first reported a position in VXF in Q2 2018 and has held it in 25 quarters since. The position peaked at $258K in Q1 2024. 780 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • Janiczek Wealth Management held 1,476 shares of Vanguard Extended Market ETF worth $250K as of Q2 2024.
  • Janiczek Wealth Management bought 2 Vanguard Extended Market ETF shares in Q2 2024, an estimated $338.
  • Vanguard Extended Market ETF made up 0.05% of Janiczek Wealth Management's portfolio in Q2 2024, its #156 holding.
  • Janiczek Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2018 and has held it in 25 quarters since.
  • Janiczek Wealth Management's Vanguard Extended Market ETF position peaked at $258K in Q1 2024.
  • 780 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.