Relyea Zuckerberg Hanson’s Vanguard Extended Market ETF VXF Stock Holding History

Relyea Zuckerberg Hanson’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
2021 Q4	–	Sell	-1,390	Closed	-$253K	–	152
2021 Q3	$253K	Hold	1,390	–	–	0.1%	128
2021 Q2	$262K	Hold	1,390	–	–	0.11%	112
2021 Q1	$260K	Hold	1,390	–	–	0.11%	111
2020 Q4	$229K	Buy	+1,390	New	+$206K	0.12%	109
2020 Q1	–	Sell	-9,515	Closed	-$1.2M	–	115
2019 Q4	$1.2M	Buy	+9,515	New	+$1.15M	1.15%	21

Other funds holding VXF

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Relyea Zuckerberg Hanson's VXF Position: Q4 2021 in Review

Relyea Zuckerberg Hanson sold out of Vanguard Extended Market ETF (VXF) in Q4 2021, closing a stake of 1,390 shares — an estimated $253K sold.

Relyea Zuckerberg Hanson first reported a position in VXF in Q4 2019 and held it in 5 quarters. The position peaked at $1.2M in Q4 2019. 695 funds tracked by Wall St. Rank hold VXF as of Q4 2021.

Relyea Zuckerberg Hanson reported no remaining Vanguard Extended Market ETF position as of Q4 2021 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 1,390 Vanguard Extended Market ETF shares in Q4 2021, an estimated $253K.
Relyea Zuckerberg Hanson first reported a position in Vanguard Extended Market ETF in Q4 2019 and held it in 5 quarters.
Relyea Zuckerberg Hanson's Vanguard Extended Market ETF position peaked at $1.2M in Q4 2019.
695 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2021.

Based on Relyea Zuckerberg Hanson's 13F filing for Q4 2021, filed 14 Jan 2022.