Karn Couzens & Associates’s Vanguard Extended Market ETF VXF Stock Holding History

Karn Couzens & Associates’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 Q1	$10.5M	Buy	63,257 +2,312	+4%	+$380K	6.66%	2
2021 Q4	$11.1M	Buy	60,945 +5,491	+10%	+$1.03M	7.64%	2
2021 Q3	$10.1M	Buy	55,454 +3,950	+8%	+$737K	7.7%	2
2021 Q2	$9.71M	Buy	51,504 +44,842	+673%	+$8.2M	7.54%	2
2021 Q1	$1.18M	Buy	6,662 +1,106	+20%	+$196K	1.06%	18
2020 Q4	$915K	Buy	+5,556	New	+$823K	0.87%	22

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Karn Couzens & Associates's VXF Position: Q1 2022 in Review

Karn Couzens & Associates increased its Vanguard Extended Market ETF (VXF) stake by 3.8% in Q1 2022, buying an estimated $380K and bringing the position to 63,257 shares worth $10.5M. The position accounts for 6.66% of the portfolio, ranked #2.

Karn Couzens & Associates first reported a position in VXF in Q4 2020 and has held it in 6 quarters since. The position peaked at $11.1M in Q4 2021. 664 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

Karn Couzens & Associates held 63,257 shares of Vanguard Extended Market ETF worth $10.5M as of Q1 2022.
Karn Couzens & Associates bought 2,312 Vanguard Extended Market ETF shares in Q1 2022, an estimated $380K.
Vanguard Extended Market ETF made up 6.66% of Karn Couzens & Associates's portfolio in Q1 2022, its #2 holding.
Karn Couzens & Associates first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's Vanguard Extended Market ETF position peaked at $11.1M in Q4 2021.
664 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.