Moss Adams Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Moss Adams Wealth 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	–	Sell	-54	Closed	-$7.77K	–	176
2023 Q3	$7.77K	Hold	54	–	–	﹤0.01%	146
2023 Q2	$8.06K	Hold	54	–	–	﹤0.01%	127
2023 Q1	$7.57K	Hold	54	–	–	﹤0.01%	139
2022 Q4	$7.17K	Buy	+54	New	+$7.32K	﹤0.01%	147

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Moss Adams Wealth Advisors's VXF Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q4 2023, closing a stake of 54 shares — an estimated $7.77K sold.

Moss Adams Wealth Advisors first reported a position in VXF in Q4 2022 and held it in 4 quarters. The position peaked at $8.06K in Q2 2023. 766 funds tracked by Wall St. Rank hold VXF as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 54 Vanguard Extended Market ETF shares in Q4 2023, an estimated $7.77K.
Moss Adams Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's Vanguard Extended Market ETF position peaked at $8.06K in Q2 2023.
766 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.