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Landmark Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Landmark Financial Advisors’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
2023
Q4 		$2.92M Sell
17,761
-1,073
-6% -$158K 1.05% 24
2023
Q3 		$2.7M Sell
18,834
-359
-2% -$53.8K 1.1% 25
2023
Q2 		$2.86M Sell
19,193
-1,273
-6% -$179K 1.17% 23
2023
Q1 		$2.87M Sell
20,466
-1,481
-7% -$210K 1.26% 19
2022
Q4 		$2.92M Sell
21,947
-418
-2% -$56.6K 1.35% 18
2022
Q3 		$2.84M Sell
22,365
-1,783
-7% -$251K 1.5% 17
2022
Q2 		$3.17M Sell
24,148
-2,686
-10% -$391K 1.56% 17
2022
Q1 		$4.17M Sell
26,834
-2,143
-7% -$353K 2% 14
2021
Q4 		$5.3M Buy
28,977
+7,420
+34% +$1.4M 2.36% 13
2021
Q3 		$3.81M Sell
21,557
-4,734
-18% -$883K 2.06% 14
2021
Q2 		$4.96M Buy
26,291
+4,734
+22% +$865K 2.37% 11
2021
Q1 		$3.81M Buy
21,557
+1,088
+5% +$193K 2.05% 14
2020
Q4 		$3.52M Buy
20,469
+809
+4% +$120K 1.99% 15
2020
Q3 		$2.65M Buy
19,660
+334
+2% +$42.5K 1.68% 16
2020
Q2 		$2.33M Buy
19,326
+4,767
+33% +$512K 1.52% 18
2020
Q1 		$1.44M Buy
14,559
+10,105
+227% +$1.18M 0.99% 23
2019
Q4 		$577K Buy
+4,454
New +$538K 0.34% 31

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Landmark Financial Advisors's VXF Position: Q4 2023 in Review

Landmark Financial Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 5.7% in Q4 2023, selling an estimated $158K and leaving 17,761 shares worth $2.92M. The position accounts for 1.05% of the portfolio, ranked #24.

Landmark Financial Advisors first reported a position in VXF in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.3M in Q4 2021. 767 funds tracked by Wall St. Rank hold VXF as of Q4 2023.

  • Landmark Financial Advisors held 17,761 shares of Vanguard Extended Market ETF worth $2.92M as of Q4 2023.
  • Landmark Financial Advisors sold 1,073 Vanguard Extended Market ETF shares in Q4 2023, an estimated $158K.
  • Vanguard Extended Market ETF made up 1.05% of Landmark Financial Advisors's portfolio in Q4 2023, its #24 holding.
  • Landmark Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 17 quarters since.
  • Landmark Financial Advisors's Vanguard Extended Market ETF position peaked at $5.3M in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.