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Sweet Financial Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Sweet Financial Partners’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 		$500K Hold
2,750
– – 0.11% 126
2024
Q2 		$464K Hold
2,750
– – 0.11% 125
2024
Q1 		$482K Hold
2,750
– – 0.11% 125
2023
Q4 		$452K Hold
2,750
– – 0.11% 129
2023
Q3 		$394K Hold
2,750
– – 0.1% 124
2023
Q2 		$409K Hold
2,750
– – 0.11% 120
2023
Q1 		$386K Hold
2,750
– – 0.11% 118
2022
Q4 		$365K Sell
2,750
-110
-4% -$14.9K 0.11% 118
2022
Q3 		$363K Hold
2,860
– – 0.12% 113
2022
Q2 		$375K Hold
2,860
– – 0.12% 113
2022
Q1 		$474K Hold
2,860
– – 0.13% 101
2021
Q4 		$523K Buy
+2,860
New +$538K 0.22% 66

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Sweet Financial Partners's VXF Position: Q3 2024 in Review

Sweet Financial Partners held its Vanguard Extended Market ETF (VXF) position steady in Q3 2024 at 2,750 shares worth $500K. The position accounts for 0.11% of the portfolio, ranked #126.

Sweet Financial Partners first reported a position in VXF in Q4 2021 and has held it in 12 quarters since. The position peaked at $523K in Q4 2021. 811 funds tracked by Wall St. Rank hold VXF as of Q3 2024.

  • Sweet Financial Partners held 2,750 shares of Vanguard Extended Market ETF worth $500K as of Q3 2024.
  • Sweet Financial Partners left its Vanguard Extended Market ETF share count unchanged in Q3 2024.
  • Vanguard Extended Market ETF made up 0.11% of Sweet Financial Partners's portfolio in Q3 2024, its #126 holding.
  • Sweet Financial Partners first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 12 quarters since.
  • Sweet Financial Partners's Vanguard Extended Market ETF position peaked at $523K in Q4 2021.
  • 811 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.