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

Lake Point 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
2022 Q2	$3K	Buy	+20	New	+$2.91K	﹤0.01%	303

Other funds holding VXF

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

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

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Point Wealth Management's VXF Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2022: 20 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #303 among its holdings.

623 funds tracked by Wall St. Rank hold VXF as of Q2 2022.

Lake Point Wealth Management held 20 shares of Vanguard Extended Market ETF worth $3K as of Q2 2022.
Vanguard Extended Market ETF was a new Lake Point Wealth Management position in Q2 2022.
Vanguard Extended Market ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #303 holding.
623 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.