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TCWP’s Vanguard Extended Market ETF VXF Stock Holding History

TCWP’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
-2,512
Closed -$319K – 297
2022
Q3 		$319K Sell
2,512
-1,617
-39% -$228K 0.07% 198
2022
Q2 		$541K Sell
4,129
-1,572
-28% -$229K 0.12% 131
2022
Q1 		$944K Sell
5,701
-1,288
-18% -$212K 0.17% 109
2021
Q4 		$1.28M Buy
+6,989
New +$1.31M 0.25% 92

Other funds holding VXF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCWP's VXF Position: Q4 2022 in Review

TCWP sold out of Vanguard Extended Market ETF (VXF) in Q4 2022, closing a stake of 2,512 shares — an estimated $319K sold.

TCWP first reported a position in VXF in Q4 2021 and held it in 4 quarters. The position peaked at $1.28M in Q4 2021. 669 funds tracked by Wall St. Rank hold VXF as of Q4 2022.

  • TCWP reported no remaining Vanguard Extended Market ETF position as of Q4 2022 after selling out during the quarter.
  • TCWP sold 2,512 Vanguard Extended Market ETF shares in Q4 2022, an estimated $319K.
  • TCWP first reported a position in Vanguard Extended Market ETF in Q4 2021 and held it in 4 quarters.
  • TCWP's Vanguard Extended Market ETF position peaked at $1.28M in Q4 2021.
  • 669 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2022.

Based on TCWP's 13F filing for Q4 2022, filed 13 Feb 2023.