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

AllSquare 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	$12.8K	Hold	61	–	–	0.01%	364
2025 Q2	$11.8K	Hold	61	–	–	0.01%	367
2025 Q1	$10.5K	Hold	61	–	–	0.01%	371
2024 Q4	$11.6K	Hold	61	–	–	0.01%	364
2024 Q3	$11.1K	Hold	61	–	–	0.01%	370
2024 Q2	$10.3K	Hold	61	–	–	0.01%	370
2024 Q1	$10.7K	Hold	61	–	–	0.01%	370
2023 Q4	$10K	Hold	61	–	–	0.01%	368
2023 Q3	$8.74K	Hold	61	–	–	0.01%	380
2023 Q2	$8.48K	Hold	61	–	–	0.01%	393
2023 Q1	$8.55K	Hold	61	–	–	0.01%	389
2022 Q4	$8.1K	Hold	61	–	–	0.01%	381
2022 Q3	$8K	Hold	61	–	–	0.01%	388
2022 Q2	$8K	Hold	61	–	–	0.01%	395
2022 Q1	$10K	Sell	61 -35	-36%	-$5.76K	0.01%	387
2021 Q4	$18K	Hold	96	–	–	0.01%	337
2021 Q3	$18K	Hold	96	–	–	0.01%	323
2021 Q2	$18K	Hold	96	–	–	0.01%	335
2021 Q1	$17K	Hold	96	–	–	0.01%	332
2020 Q4	$16K	Hold	96	–	–	0.01%	309
2020 Q3	$12K	Hold	96	–	–	0.01%	322
2020 Q2	$11K	Hold	96	–	–	0.01%	330
2020 Q1	$9K	Hold	96	–	–	0.01%	325
2019 Q4	$12K	Hold	96	–	–	0.01%	313
2019 Q3	$11K	Hold	96	–	–	0.01%	315
2019 Q2	$11K	Hold	96	–	–	0.01%	329
2019 Q1	$11K	Hold	96	–	–	0.01%	324
2018 Q4	$10K	Hold	96	–	–	0.01%	316
2018 Q3	$12K	Hold	96	–	–	0.01%	326
2018 Q2	$11K	Buy	+96	New	+$11.1K	0.01%	332

Other funds holding VXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

AllSquare Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q3 2025 at 61 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #364.

AllSquare Wealth Management first reported a position in VXF in Q2 2018 and has held it in 30 quarters since. The position peaked at $18K in Q4 2021. 905 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

AllSquare Wealth Management held 61 shares of Vanguard Extended Market ETF worth $12.8K as of Q3 2025.
AllSquare Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q3 2025.
Vanguard Extended Market ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #364 holding.
AllSquare Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2018 and has held it in 30 quarters since.
AllSquare Wealth Management's Vanguard Extended Market ETF position peaked at $18K in Q4 2021.
905 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.