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

Montag & 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
2024
Q4 		– Sell
-20
Closed -$3.65K – 1041
2024
Q3 		$3.65K Buy
+20
New +$3.5K ﹤0.01% 891
2022
Q4 		– Sell
-12
Closed -$2K – 990
2022
Q3 		$2K Hold
12
– – ﹤0.01% 823
2022
Q2 		$2K Hold
12
– – ﹤0.01% 777
2022
Q1 		$2K Hold
12
– – ﹤0.01% 795
2021
Q4 		$2K Hold
12
– – ﹤0.01% 810
2021
Q3 		$2K Hold
12
– – ﹤0.01% 809
2021
Q2 		$2K Hold
12
– – ﹤0.01% 802
2021
Q1 		$2K Buy
+12
New +$2.13K ﹤0.01% 801

Other funds holding VXF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Montag & Associates's VXF Position: Q4 2024 in Review

Montag & Associates sold out of Vanguard Extended Market ETF (VXF) in Q4 2024, closing a stake of 20 shares — an estimated $3.65K sold.

Montag & Associates first reported a position in VXF in Q1 2021 and held it in 8 quarters. The position peaked at $3.65K in Q3 2024. 898 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

  • Montag & Associates reported no remaining Vanguard Extended Market ETF position as of Q4 2024 after selling out during the quarter.
  • Montag & Associates sold 20 Vanguard Extended Market ETF shares in Q4 2024, an estimated $3.65K.
  • Montag & Associates first reported a position in Vanguard Extended Market ETF in Q1 2021 and held it in 8 quarters.
  • Montag & Associates's Vanguard Extended Market ETF position peaked at $3.65K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.