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Matthew Hamilton Rosenberg’s Vanguard Extended Market ETF VXF Stock Holding History

Matthew Hamilton Rosenberg’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
-3
Closed -$421 – 1004
2023
Q1 		$421 Hold
3
– – ﹤0.01% 886
2022
Q4 		$399 Buy
+3
New +$407 ﹤0.01% 883
2022
Q1 		– Sell
-16
Closed -$3K – 764
2021
Q4 		$3K Buy
+16
New +$3.01K ﹤0.01% 679

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Matthew Hamilton Rosenberg's VXF Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of Vanguard Extended Market ETF (VXF) in Q2 2023, closing a stake of 3 shares — an estimated $421 sold.

Matthew Hamilton Rosenberg first reported a position in VXF in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 689 funds tracked by Wall St. Rank hold VXF as of Q2 2023.

  • Matthew Hamilton Rosenberg reported no remaining Vanguard Extended Market ETF position as of Q2 2023 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 3 Vanguard Extended Market ETF shares in Q2 2023, an estimated $421.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard Extended Market ETF in Q4 2021 and held it in 3 quarters.
  • Matthew Hamilton Rosenberg's Vanguard Extended Market ETF position peaked at $3K in Q4 2021.
  • 689 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.