WealthPlan Investment Management »

Vanguard Extended Market ETF shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Vanguard Extended Market ETF (VXF) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Vanguard Extended Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Extended Market ETF held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Extended Market ETF by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $82k 548 148.83
2023-03-31 $77k 548 140.20
2022-12-31 $1.4M 9.2k 148.21
2022-09-30 $1.2M 8.8k 136.48

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Vanguard Extended Market ETF

Wealthfront Advisers
Envestnet Asset Management
Sontag Advisory
Fifth Third Bancorp
Vanguard Group
Assetmark
LPL Financial
Mercer Global Advisors
Royal Bank of Canada
Colony
Us Bancorp
Plante Moran Financial Advisors
Envestnet Portfolio Solutions
HPM Partners
Raymond James Financial

View all funds holding Vanguard Extended Market ETF