LBMC Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

LBMC Investment 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 Q2	–	Sell	-4,261	Closed	-$597K	–	166
2023 Q1	$597K	Hold	4,261	–	–	0.06%	84
2022 Q4	$566K	Hold	4,261	–	–	0.06%	85
2022 Q3	$542K	Hold	4,261	–	–	0.06%	75
2022 Q2	$559K	Hold	4,261	–	–	0.06%	78
2022 Q1	$706K	Hold	4,261	–	–	0.06%	73
2021 Q4	$779K	Buy	+4,261	New	+$801K	0.07%	74

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

LBMC Investment Advisors's VXF Position: Q2 2023 in Review

LBMC Investment Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2023, closing a stake of 4,261 shares — an estimated $597K sold.

LBMC Investment Advisors first reported a position in VXF in Q4 2021 and held it in 6 quarters. The position peaked at $779K in Q4 2021. 689 funds tracked by Wall St. Rank hold VXF as of Q2 2023.

LBMC Investment Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2023 after selling out during the quarter.
LBMC Investment Advisors sold 4,261 Vanguard Extended Market ETF shares in Q2 2023, an estimated $597K.
LBMC Investment Advisors first reported a position in Vanguard Extended Market ETF in Q4 2021 and held it in 6 quarters.
LBMC Investment Advisors's Vanguard Extended Market ETF position peaked at $779K in Q4 2021.
689 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2023.

Based on LBMC Investment Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.