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Accredited Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Accredited Wealth 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
2025
Q3 		$603K Sell
113
-18,298
-99% -$3.7M 0.45% 38
2025
Q2 		$3.55M Sell
18,411
-3,659
-17% -$650K 2.88% 9
2025
Q1 		$3.8M Buy
22,070
+810
+4% +$153K 3.21% 8
2024
Q4 		$4.04M Buy
+21,260
New +$4.1M 3.53% 8

Other funds holding VXF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Accredited Wealth Management's VXF Position: Q3 2025 in Review

Accredited Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 99% in Q3 2025, selling an estimated $3.7M and leaving 113 shares worth $603K. The position accounts for 0.45% of the portfolio, ranked #38.

Accredited Wealth Management first reported a position in VXF in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.04M in Q4 2024. 905 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

  • Accredited Wealth Management held 113 shares of Vanguard Extended Market ETF worth $603K as of Q3 2025.
  • Accredited Wealth Management sold 18,298 Vanguard Extended Market ETF shares in Q3 2025, an estimated $3.7M.
  • Vanguard Extended Market ETF made up 0.45% of Accredited Wealth Management's portfolio in Q3 2025, its #38 holding.
  • Accredited Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Vanguard Extended Market ETF position peaked at $4.04M in Q4 2024.
  • 905 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.