OWA
VXF icon

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

Opal 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
2024
Q2 		– Sell
-1,095
Closed -$192K – 1264
2024
Q1 		$192K Buy
+1,095
New +$182K 0.07% 173

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Opal Wealth Advisors's VXF Position: Q2 2024 in Review

Opal Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 1,095 shares — an estimated $192K sold.

Opal Wealth Advisors first reported a position in VXF in Q1 2024 and held it in 1 quarter. The position peaked at $192K in Q1 2024. 780 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • Opal Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,095 Vanguard Extended Market ETF shares in Q2 2024, an estimated $192K.
  • Opal Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q1 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Vanguard Extended Market ETF position peaked at $192K in Q1 2024.
  • 780 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Opal Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.