PO
VXF icon

Private Ocean’s Vanguard Extended Market ETF VXF Stock Holding History

Private Ocean’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 		$1.89M Buy
11,220
+4,167
+59% +$703K 0.17% 48
2024
Q1 		$1.24M Buy
7,053
+1,794
+34% +$298K 0.13% 56
2023
Q4 		$865K Buy
5,259
+1,018
+24% +$150K 0.09% 67
2023
Q3 		$608K Buy
4,241
+2,519
+146% +$378K 0.08% 74
2023
Q2 		$256K Buy
1,722
+1,422
+474% +$199K 0.03% 121
2023
Q1 		$42.1K Hold
300
– – 0.01% 246
2022
Q4 		$39.8K Buy
300
+188
+168% +$25.5K ﹤0.01% 245
2022
Q3 		$14K Hold
112
– – ﹤0.01% 342
2022
Q2 		$14K Buy
+112
New +$16.3K ﹤0.01% 327

Other funds holding VXF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Private Ocean's VXF Position: Q2 2024 in Review

Private Ocean increased its Vanguard Extended Market ETF (VXF) stake by 59% in Q2 2024, buying an estimated $703K and bringing the position to 11,220 shares worth $1.89M. The position accounts for 0.17% of the portfolio, ranked #48.

Private Ocean first reported a position in VXF in Q2 2022 and has held it in 9 quarters since. 783 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • Private Ocean held 11,220 shares of Vanguard Extended Market ETF worth $1.89M as of Q2 2024.
  • Private Ocean bought 4,167 Vanguard Extended Market ETF shares in Q2 2024, an estimated $703K.
  • Vanguard Extended Market ETF made up 0.17% of Private Ocean's portfolio in Q2 2024, its #48 holding.
  • Private Ocean first reported a position in Vanguard Extended Market ETF in Q2 2022 and has held it in 9 quarters since.
  • 783 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.