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Advus Financial Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Advus Financial Partners’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
Q2 		– Sell
-3,489
Closed -$601K – 270
2025
Q1 		$601K Buy
3,489
+326
+10% +$61.7K 0.17% 91
2024
Q4 		$601K Buy
3,163
+1,582
+100% +$305K 0.17% 87
2024
Q3 		$288K Sell
1,581
-266
-14% -$46.5K 0.08% 167
2024
Q2 		$312K Sell
1,847
-54
-3% -$9.11K 0.1% 136
2024
Q1 		$333K Sell
1,901
-69
-4% -$11.5K 0.1% 127
2023
Q4 		$324K Sell
1,970
-1,098
-36% -$161K 0.11% 118
2023
Q3 		$440K Buy
3,068
+241
+9% +$36.1K 0.17% 81
2023
Q2 		$421K Sell
2,827
-1,185
-30% -$166K 0.16% 82
2023
Q1 		$562K Sell
4,012
-139
-3% -$19.7K 0.23% 64
2022
Q4 		$552K Buy
4,151
+563
+16% +$76.3K 0.24% 62
2022
Q3 		$456K Buy
3,588
+472
+15% +$66.6K 0.24% 62
2022
Q2 		$409K Buy
+3,116
New +$453K 0.22% 71

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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 $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advus Financial Partners's VXF Position: Q2 2025 in Review

Advus Financial Partners sold out of Vanguard Extended Market ETF (VXF) in Q2 2025, closing a stake of 3,489 shares — an estimated $601K sold.

Advus Financial Partners first reported a position in VXF in Q2 2022 and held it in 12 quarters. The position peaked at $601K in Q1 2025. 895 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

  • Advus Financial Partners reported no remaining Vanguard Extended Market ETF position as of Q2 2025 after selling out during the quarter.
  • Advus Financial Partners sold 3,489 Vanguard Extended Market ETF shares in Q2 2025, an estimated $601K.
  • Advus Financial Partners first reported a position in Vanguard Extended Market ETF in Q2 2022 and held it in 12 quarters.
  • Advus Financial Partners's Vanguard Extended Market ETF position peaked at $601K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

Based on Advus Financial Partners's 13F filing for Q2 2025, filed 25 Aug 2026.