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

Pillar 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
-1,159
Closed -$203K – 73
2024
Q1 		$203K Buy
+1,159
New +$192K 0.15% 70
2022
Q1 		– Sell
-1,159
Closed -$212K – 58
2021
Q4 		$212K Buy
+1,159
New +$218K 0.2% 54

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 $424B AUM 22.94% 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 $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Pillar Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 1,159 shares — an estimated $203K sold.

Pillar Wealth Advisors first reported a position in VXF in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 781 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • Pillar Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 1,159 Vanguard Extended Market ETF shares in Q2 2024, an estimated $203K.
  • Pillar Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2021 and held it in 2 quarters.
  • Pillar Wealth Advisors's Vanguard Extended Market ETF position peaked at $212K in Q4 2021.
  • 781 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.