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VXF icon

Summit X LLC’s Vanguard Extended Market ETF VXF Stock Holding History

Summit X LLC’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
Q1 		– Sell
-1,200
Closed -$219K – 275
2021
Q4 		$219K Hold
1,200
– – 0.05% 240
2021
Q3 		$219K Hold
1,200
– – 0.06% 240
2021
Q2 		$226K Buy
+1,200
New +$219K 0.06% 239

Other funds holding VXF

Envestnet Asset Management
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit X LLC's VXF Position: Q1 2022 in Review

Summit X LLC sold out of Vanguard Extended Market ETF (VXF) in Q1 2022, closing a stake of 1,200 shares — an estimated $219K sold.

Summit X LLC first reported a position in VXF in Q2 2021 and held it in 3 quarters. The position peaked at $226K in Q2 2021. 664 funds tracked by Wall St. Rank hold VXF as of Q1 2022.

  • Summit X LLC reported no remaining Vanguard Extended Market ETF position as of Q1 2022 after selling out during the quarter.
  • Summit X LLC sold 1,200 Vanguard Extended Market ETF shares in Q1 2022, an estimated $219K.
  • Summit X LLC first reported a position in Vanguard Extended Market ETF in Q2 2021 and held it in 3 quarters.
  • Summit X LLC's Vanguard Extended Market ETF position peaked at $226K in Q2 2021.
  • 664 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2022.

Based on Summit X LLC's 13F filing for Q1 2022, filed 5 May 2022.