Standard Family Office’s Vanguard Extended Market ETF VXF Stock Holding History

Standard Family Office’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 Q4	–	Sell	-157,189	Closed	-$20M	–	443
2022 Q3	$20M	Buy	+157,189	New	+$22.2M	8.79%	3
2022 Q2	–	Sell	-275,727	Closed	-$45.7M	–	261
2022 Q1	$45.7M	Buy	+275,727	New	+$45.4M	12.26%	3
2021 Q4	–	Sell	-275,727	Closed	-$50.3M	–	251
2021 Q3	$50.3M	Hold	275,727	–	–	14.59%	3
2021 Q2	$52M	Hold	275,727	–	–	10.76%	3
2021 Q1	$48.8M	Sell	275,727 -33,924	-11%	-$6.03M	11.5%	3
2020 Q4	$51M	Buy	+309,651	New	+$45.9M	12.19%	3

Other funds holding VXF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Standard Family Office's VXF Position: Q4 2022 in Review

Standard Family Office sold out of Vanguard Extended Market ETF (VXF) in Q4 2022, closing a stake of 157,189 shares — an estimated $20M sold.

Standard Family Office first reported a position in VXF in Q4 2020 and held it in 6 quarters. The position peaked at $52M in Q2 2021. 669 funds tracked by Wall St. Rank hold VXF as of Q4 2022.

Standard Family Office reported no remaining Vanguard Extended Market ETF position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 157,189 Vanguard Extended Market ETF shares in Q4 2022, an estimated $20M.
Standard Family Office first reported a position in Vanguard Extended Market ETF in Q4 2020 and held it in 6 quarters.
Standard Family Office's Vanguard Extended Market ETF position peaked at $52M in Q2 2021.
669 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.