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Sheets Smith Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Sheets Smith Wealth 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
2023
Q4 		– Sell
-236
Closed -$33.8K – 504
2023
Q3 		$33.8K Buy
+236
New +$35.4K 0.01% 404

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sheets Smith Wealth Management's VXF Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q4 2023, closing a stake of 236 shares — an estimated $33.8K sold.

Sheets Smith Wealth Management first reported a position in VXF in Q3 2023 and held it in 1 quarter. The position peaked at $33.8K in Q3 2023. 767 funds tracked by Wall St. Rank hold VXF as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 236 Vanguard Extended Market ETF shares in Q4 2023, an estimated $33.8K.
  • Sheets Smith Wealth Management first reported a position in Vanguard Extended Market ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Vanguard Extended Market ETF position peaked at $33.8K in Q3 2023.
  • 767 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.