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Pinnacle Private Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$1.93M Buy
14,705
+467
+3% +$68K 0.75% 28
2022
Q1 		$2.36M Buy
14,238
+1,525
+12% +$251K 0.74% 26
2021
Q4 		$2.33M Buy
+12,713
New +$2.39M 0.73% 27

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Private Wealth's VXF Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Vanguard Extended Market ETF (VXF) stake by 3.3% in Q2 2022, buying an estimated $68K and bringing the position to 14,705 shares worth $1.93M. The position accounts for 0.75% of the portfolio, ranked #28.

Pinnacle Private Wealth first reported a position in VXF in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.36M in Q1 2022. 625 funds tracked by Wall St. Rank hold VXF as of Q2 2022.

  • Pinnacle Private Wealth held 14,705 shares of Vanguard Extended Market ETF worth $1.93M as of Q2 2022.
  • Pinnacle Private Wealth bought 467 Vanguard Extended Market ETF shares in Q2 2022, an estimated $68K.
  • Vanguard Extended Market ETF made up 0.75% of Pinnacle Private Wealth's portfolio in Q2 2022, its #28 holding.
  • Pinnacle Private Wealth first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Vanguard Extended Market ETF position peaked at $2.36M in Q1 2022.
  • 625 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.