Sarah T. Connolly’s Vanguard Extended Market ETF VXF Stock Holding History

Sarah T. Connolly’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
2023 Q4	–	Sell	-2,900	Closed	-$416K	–	81
2023 Q3	$416K	Hold	2,900	–	–	0.27%	70
2023 Q2	$432K	Hold	2,900	–	–	0.26%	75
2023 Q1	$407K	Hold	2,900	–	–	0.26%	75
2022 Q4	$385K	Hold	2,900	–	–	0.26%	77
2022 Q3	$369K	Hold	2,900	–	–	0.27%	77
2022 Q2	$380K	Buy	+2,900	New	+$422K	0.26%	77
2021 Q4	–	Sell	-2,900	Closed	-$529K	–	98
2021 Q3	$529K	Hold	2,900	–	–	0.44%	63
2021 Q2	$547K	Hold	2,900	–	–	0.45%	62
2021 Q1	$513K	Hold	2,900	–	–	0.46%	63
2020 Q4	$478K	Buy	+2,900	New	+$430K	0.44%	67

Other funds holding VXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sarah T. Connolly's VXF Position: Q4 2023 in Review

Sarah T. Connolly sold out of Vanguard Extended Market ETF (VXF) in Q4 2023, closing a stake of 2,900 shares — an estimated $416K sold.

Sarah T. Connolly first reported a position in VXF in Q4 2020 and held it in 10 quarters. The position peaked at $547K in Q2 2021. 765 funds tracked by Wall St. Rank hold VXF as of Q4 2023.

Sarah T. Connolly reported no remaining Vanguard Extended Market ETF position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 2,900 Vanguard Extended Market ETF shares in Q4 2023, an estimated $416K.
Sarah T. Connolly first reported a position in Vanguard Extended Market ETF in Q4 2020 and held it in 10 quarters.
Sarah T. Connolly's Vanguard Extended Market ETF position peaked at $547K in Q2 2021.
765 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.