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WealthPlan Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

WealthPlan Investment Management’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 		– Sell
-548
Closed -$81.6K – 356
2023
Q2 		$81.6K Hold
548
– – 0.02% 167
2023
Q1 		$76.8K Sell
548
-8,603
-94% -$1.22M 0.01% 216
2022
Q4 		$1.36M Buy
9,151
+307
+3% +$41.6K 0.09% 154
2022
Q3 		$1.21M Buy
+8,844
New +$1.25M 0.09% 155

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

WealthPlan Investment Management's VXF Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2023, closing a stake of 548 shares — an estimated $81.6K sold.

WealthPlan Investment Management first reported a position in VXF in Q3 2022 and held it in 4 quarters. The position peaked at $1.36M in Q4 2022. 685 funds tracked by Wall St. Rank hold VXF as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Vanguard Extended Market ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 548 Vanguard Extended Market ETF shares in Q3 2023, an estimated $81.6K.
  • WealthPlan Investment Management first reported a position in Vanguard Extended Market ETF in Q3 2022 and held it in 4 quarters.
  • WealthPlan Investment Management's Vanguard Extended Market ETF position peaked at $1.36M in Q4 2022.
  • 685 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.