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Rockbridge Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-333
Closed -$54.8K – 626
2023
Q4 		$54.8K Buy
+333
New +$48.9K 0.01% 231
2022
Q3 		– Sell
-306
Closed -$40.1K – 592
2022
Q2 		$40.1K Hold
306
– – 0.01% 237
2022
Q1 		$51.2K Hold
306
– – 0.01% 295
2021
Q4 		$56K Hold
306
– – 0.01% 328
2021
Q3 		$56K Hold
306
– – 0.01% 303
2021
Q2 		$58K Sell
306
-135
-31% -$24.7K 0.01% 294
2021
Q1 		$78K Sell
441
-13
-3% -$2.31K 0.01% 242
2020
Q4 		$75K Sell
454
-55
-11% -$8.15K 0.02% 238
2020
Q3 		$66K Sell
509
-48
-9% -$6.11K 0.02% 239
2020
Q2 		$66K Buy
+557
New +$59.8K 0.02% 208

Other funds holding VXF

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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
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 $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return