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Surevest’s Vanguard Extended Market ETF VXF Stock Holding History

Surevest’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
Q3 		$4K Hold
29
– – ﹤0.01% 347
2022
Q2 		$4K Hold
29
– – ﹤0.01% 365
2022
Q1 		$5K Hold
29
– – ﹤0.01% 328
2021
Q4 		$5K Buy
+29
New +$5.45K ﹤0.01% 330

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Surevest's VXF Position: Q3 2022 in Review

Surevest held its Vanguard Extended Market ETF (VXF) position steady in Q3 2022 at 29 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Surevest first reported a position in VXF in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 614 funds tracked by Wall St. Rank hold VXF as of Q3 2022.

  • Surevest held 29 shares of Vanguard Extended Market ETF worth $4K as of Q3 2022.
  • Surevest left its Vanguard Extended Market ETF share count unchanged in Q3 2022.
  • Vanguard Extended Market ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #347 holding.
  • Surevest first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Vanguard Extended Market ETF position peaked at $5K in Q1 2022.
  • 614 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.