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Wipfli Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Wipfli Financial 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
2022
Q3 		$131K Sell
1,034
-797
-44% -$112K 0.01% 613
2022
Q2 		$303K Hold
1,831
– – 0.03% 77
2022
Q1 		$303K Buy
+1,831
New +$301K 0.03% 78

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Wipfli Financial Advisors's VXF Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 44% in Q3 2022, selling an estimated $112K and leaving 1,034 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #613.

Wipfli Financial Advisors first reported a position in VXF in Q1 2022 and has held it in 3 quarters since. The position peaked at $303K in Q2 2022. 615 funds tracked by Wall St. Rank hold VXF as of Q3 2022.

  • Wipfli Financial Advisors held 1,034 shares of Vanguard Extended Market ETF worth $131K as of Q3 2022.
  • Wipfli Financial Advisors sold 797 Vanguard Extended Market ETF shares in Q3 2022, an estimated $112K.
  • Vanguard Extended Market ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #613 holding.
  • Wipfli Financial Advisors first reported a position in Vanguard Extended Market ETF in Q1 2022 and has held it in 3 quarters since.
  • Wipfli Financial Advisors's Vanguard Extended Market ETF position peaked at $303K in Q2 2022.
  • 615 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.