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

Soundmark 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
2024
Q2 		– Sell
-13,363
Closed -$2.34M – 65
2024
Q1 		$2.34M Sell
13,363
-944
-7% -$157K 1.04% 26
2023
Q4 		$2.35M Buy
14,307
+999
+8% +$147K 1.16% 24
2023
Q3 		$1.91M Sell
13,308
-744
-5% -$112K 1.06% 26
2023
Q2 		$2.09M Buy
14,052
+1,327
+10% +$186K 1.17% 26
2023
Q1 		$1.78M Sell
12,725
-346
-3% -$49.1K 1.07% 27
2022
Q4 		$1.74M Sell
13,071
-2,453
-16% -$332K 1.12% 26
2022
Q3 		$1.97M Sell
15,524
-4,442
-22% -$626K 1.38% 20
2022
Q2 		$2.62M Buy
19,966
+106
+0.5% +$15.4K 1.87% 17
2022
Q1 		$3.29M Buy
19,860
+1,533
+8% +$252K 2.31% 16
2021
Q4 		$3.35M Sell
18,327
-77,093
-81% -$14.5M 2.29% 15
2021
Q3 		$17.4M Buy
95,420
+5,116
+6% +$954K 6.27% 5
2021
Q2 		$17.1M Buy
90,304
+2,164
+2% +$396K 7.04% 5
2021
Q1 		$15.6M Buy
88,140
+4,062
+5% +$722K 8.56% 3
2020
Q4 		$13.8M Buy
+84,078
New +$12.5M 8.84% 4

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Soundmark Wealth Management's VXF Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2024, closing a stake of 13,363 shares — an estimated $2.34M sold.

Soundmark Wealth Management first reported a position in VXF in Q4 2020 and held it in 14 quarters. The position peaked at $17.4M in Q3 2021. 780 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 13,363 Vanguard Extended Market ETF shares in Q2 2024, an estimated $2.34M.
  • Soundmark Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Vanguard Extended Market ETF position peaked at $17.4M in Q3 2021.
  • 780 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.