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Sittner & Nelson’s Vanguard Extended Market ETF VXF Stock Holding History

Sittner & Nelson’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
Q3 		– Sell
-19
Closed -$3.21K – 461
2024
Q2 		$3.21K Hold
19
– – ﹤0.01% 408
2024
Q1 		$3.33K Buy
+19
New +$3.15K ﹤0.01% 414

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sittner & Nelson's VXF Position: Q3 2024 in Review

Sittner & Nelson sold out of Vanguard Extended Market ETF (VXF) in Q3 2024, closing a stake of 19 shares — an estimated $3.21K sold.

Sittner & Nelson first reported a position in VXF in Q1 2024 and held it in 2 quarters. The position peaked at $3.33K in Q1 2024. 809 funds tracked by Wall St. Rank hold VXF as of Q3 2024.

  • Sittner & Nelson reported no remaining Vanguard Extended Market ETF position as of Q3 2024 after selling out during the quarter.
  • Sittner & Nelson sold 19 Vanguard Extended Market ETF shares in Q3 2024, an estimated $3.21K.
  • Sittner & Nelson first reported a position in Vanguard Extended Market ETF in Q1 2024 and held it in 2 quarters.
  • Sittner & Nelson's Vanguard Extended Market ETF position peaked at $3.33K in Q1 2024.
  • 809 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2024.

Based on Sittner & Nelson's 13F filing for Q3 2024, filed 31 Oct 2024.