Surevest, LLC Vanguard Extended Market ETF Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Surevest, LLC holds 29 shares of VXF stock, worth $5,144. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 29 -0.0%

Holding current value

$5,144

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	$175.57 - $199.99 $5,091 - $5,799	29 New	29 $5,000

Others Institutions Holding VXF

# of Institutions

976

Shares Held

45.1M

Call Options Held

21.5K

Put Options Held

3.2K

Morgan Stanley New York, NY

3.37M
Shares

$598 Million
0.05% of portfolio
Envestnet Asset Management Inc

2.94M
Shares

$521 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

1.61M
Shares

$286 Million
0.03% of portfolio
Fifth Third Bancorp

1.16M
Shares

$206 Million
0.81% of portfolio
Assetmark, Inc

1.16M
Shares

$205 Million
0.6% of portfolio

View Full List

About VANGUARD EXTENDED MARKET ETF

Ticker VXF
Sector ETFs
Industry ETFs

More about VXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Account