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Valley National Advisers’s Vanguard Extended Market ETF VXF Stock Holding History

Valley National Advisers’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 		– Sell
-10
Closed -$1K – 1002
2022
Q2 		$1K Hold
10
– – ﹤0.01% 865
2022
Q1 		$2K Hold
10
– – ﹤0.01% 818
2021
Q4 		$2K Hold
10
– – ﹤0.01% 813
2021
Q3 		$2K Buy
+10
New +$1.87K ﹤0.01% 788

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

Valley National Advisers's VXF Position: Q3 2022 in Review

Valley National Advisers sold out of Vanguard Extended Market ETF (VXF) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Valley National Advisers first reported a position in VXF in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 614 funds tracked by Wall St. Rank hold VXF as of Q3 2022.

  • Valley National Advisers reported no remaining Vanguard Extended Market ETF position as of Q3 2022 after selling out during the quarter.
  • Valley National Advisers sold 10 Vanguard Extended Market ETF shares in Q3 2022, an estimated $1K.
  • Valley National Advisers first reported a position in Vanguard Extended Market ETF in Q3 2021 and held it in 4 quarters.
  • Valley National Advisers's Vanguard Extended Market ETF position peaked at $2K in Q1 2022.
  • 614 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2022.

Based on Valley National Advisers's 13F filing for Q3 2022, filed 8 Nov 2022.