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VXF icon

Tiedemann Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$241K Buy
1,673
+2
+0.1% +$300 0.01% 240
2023
Q2 		$250K Hold
1,671
– – 0.01% 220
2023
Q1 		$234K Buy
1,671
+2
+0.1% +$284 0.01% 218
2022
Q4 		$222K Buy
1,669
+4
+0.2% +$542 0.01% 217
2022
Q3 		$212K Buy
1,665
+2
+0.1% +$282 0.01% 214
2022
Q2 		$218K Buy
1,663
+2
+0.1% +$291 0.02% 209
2022
Q1 		$275K Sell
1,661
-54
-3% -$8.88K 0.01% 237
2021
Q4 		$314K Buy
1,715
+3
+0.2% +$564 0.02% 233
2021
Q3 		$312K Buy
1,712
+1
+0.1% +$187 0.02% 236
2021
Q2 		$322K Sell
1,711
-79
-4% -$14.4K 0.01% 282
2021
Q1 		$317K Buy
1,790
+2
+0.1% +$355 0.01% 265
2020
Q4 		$295K Sell
1,788
-459
-20% -$68K 0.01% 259
2020
Q3 		$293K Sell
2,247
-1,315
-37% -$167K 0.01% 265
2020
Q2 		$423K Sell
3,562
-45
-1% -$4.83K 0.02% 222
2020
Q1 		$327K Sell
3,607
-2,973
-45% -$346K 0.02% 231
2019
Q4 		$829K Sell
6,580
-5,640
-46% -$681K 0.04% 176
2019
Q3 		$1.42M Sell
12,220
-1,335
-10% -$157K 0.07% 143
2019
Q2 		$1.61M Sell
13,555
-5,289
-28% -$618K 0.08% 120
2019
Q1 		$2.18M Sell
18,844
-409
-2% -$45.9K 0.1% 128
2018
Q4 		$1.92M Sell
19,253
-682
-3% -$74.8K 0.1% 137
2018
Q3 		$2.45M Sell
19,935
-917
-4% -$112K 0.15% 94
2018
Q2 		$2.46M Sell
20,852
-10,558
-34% -$1.22M 0.16% 91
2018
Q1 		$3.5M Buy
+31,410
New +$3.57M 0.24% 65

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Tiedemann Advisors's VXF Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard Extended Market ETF (VXF) stake by 0.12% in Q3 2023, buying an estimated $300 and bringing the position to 1,673 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #240.

Tiedemann Advisors first reported a position in VXF in Q1 2018 and has held it in 23 quarters since. The position peaked at $3.5M in Q1 2018. 684 funds tracked by Wall St. Rank hold VXF as of Q3 2023.

  • Tiedemann Advisors held 1,673 shares of Vanguard Extended Market ETF worth $241K as of Q3 2023.
  • Tiedemann Advisors bought 2 Vanguard Extended Market ETF shares in Q3 2023, an estimated $300.
  • Vanguard Extended Market ETF made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #240 holding.
  • Tiedemann Advisors first reported a position in Vanguard Extended Market ETF in Q1 2018 and has held it in 23 quarters since.
  • Tiedemann Advisors's Vanguard Extended Market ETF position peaked at $3.5M in Q1 2018.
  • 684 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.