Forum Financial Management, LP Vanguard Extended Market ETF Transaction History
Forum Financial Management, LP
- $5.28 Billion
- Q1 2025
A detailed history of Forum Financial Management, LP transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 3,435 shares of VXF stock, worth $586,869. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,435
Previous 3,519
2.39%
Holding current value
$586,869
Previous $668,000
11.53%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding VXF
# of Institutions
973Shares Held
48MCall Options Held
21.5KPut Options Held
3.2K-
Morgan Stanley New York, NY3.37MShares$576 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.14MShares$537 Million1.55% of portfolio
-
Envestnet Asset Management Inc2.74MShares$467 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$275 Million0.03% of portfolio
-
Fifth Third Bancorp1.2MShares$205 Million0.8% of portfolio