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VXF icon

Simplicity Solutions’s Vanguard Extended Market ETF VXF Stock Holding History

Simplicity Solutions’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 		$468K Buy
2,849
+101
+4% +$14.8K 0.01% 683
2023
Q3 		$394K Sell
2,748
-436
-14% -$65.4K 0.01% 671
2023
Q2 		$474K Buy
3,184
+64
+2% +$8.98K 0.01% 681
2023
Q1 		$437K Buy
+3,120
New +$443K 0.01% 732
2022
Q3 		– Sell
-5,895
Closed -$773K – 711
2022
Q2 		$773K Buy
5,895
+1,046
+22% +$152K 0.1% 222
2022
Q1 		$803K Buy
+4,849
New +$798K 0.1% 215
2021
Q1 		– Sell
-1,428
Closed -$235K – 979
2020
Q4 		$235K Buy
+1,428
New +$212K ﹤0.01% 860
2020
Q3 		– Sell
-27,610
Closed -$3.27M – 957
2020
Q2 		$3.27M Buy
27,610
+22,980
+496% +$2.47M 0.06% 231
2020
Q1 		$419K Buy
4,630
+1,100
+31% +$128K 0.01% 536
2019
Q4 		$445K Sell
3,530
-44
-1% -$5.31K 0.01% 571
2019
Q3 		$416K Buy
+3,574
New +$421K 0.02% 463
2018
Q4 		– Sell
-2,358
Closed -$289K – 795
2018
Q3 		$289K Buy
2,358
+106
+5% +$13K 0.02% 393
2018
Q2 		$265K Sell
2,252
-704
-24% -$81.7K 0.02% 399
2018
Q1 		$330K Sell
2,956
-265
-8% -$30.1K 0.03% 266
2017
Q4 		$360K Buy
+3,221
New +$353K 0.03% 265
2017
Q3 		– Sell
-3,941
Closed -$403K – 386
2017
Q2 		$403K Buy
3,941
+595
+18% +$60K 0.05% 266
2017
Q1 		$334K Buy
+3,346
New +$331K 0.05% 275

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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 $82.4B AUM 19.69% 1-Year Est. Return

Simplicity Solutions's VXF Position: Q4 2023 in Review

Simplicity Solutions increased its Vanguard Extended Market ETF (VXF) stake by 3.7% in Q4 2023, buying an estimated $14.8K and bringing the position to 2,849 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #683.

Simplicity Solutions first reported a position in VXF in Q1 2017 and has held it in 17 quarters since. The position peaked at $3.27M in Q2 2020. 764 funds tracked by Wall St. Rank hold VXF as of Q4 2023.

  • Simplicity Solutions held 2,849 shares of Vanguard Extended Market ETF worth $468K as of Q4 2023.
  • Simplicity Solutions bought 101 Vanguard Extended Market ETF shares in Q4 2023, an estimated $14.8K.
  • Vanguard Extended Market ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #683 holding.
  • Simplicity Solutions first reported a position in Vanguard Extended Market ETF in Q1 2017 and has held it in 17 quarters since.
  • Simplicity Solutions's Vanguard Extended Market ETF position peaked at $3.27M in Q2 2020.
  • 764 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.