SBK Financial’s Vanguard Extended Market ETF VXF Stock Holding History

SBK Financial’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 Q1	–	Sell	-12	Closed	-$2K	–	131
2021 Q4	$2K	Buy	+12	New	+$2.26K	﹤0.01%	132

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

SBK Financial's VXF Position: Q1 2022 in Review

SBK Financial sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 12 shares — an estimated $2K sold.

SBK Financial first reported a position in VXF in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 665 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

SBK Financial reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 12 Vanguard Extended Market ETF shares in Q1 2022, an estimated $2K.
SBK Financial first reported a position in Vanguard Extended Market ETF in Q4 2021 and held it in 1 quarter.
SBK Financial's Vanguard Extended Market ETF position peaked at $2K in Q4 2021.
665 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.