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

Apex 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
Q2 		– Sell
-2,548
Closed -$439K – 63
2025
Q1 		$439K Sell
2,548
-384
-13% -$72.7K 0.39% 35
2024
Q4 		$557K Buy
+2,932
New +$565K 0.48% 37

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apex Wealth Management's VXF Position: Q2 2025 in Review

Apex Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2025, closing a stake of 2,548 shares — an estimated $439K sold.

Apex Wealth Management first reported a position in VXF in Q4 2024 and held it in 2 quarters. The position peaked at $557K in Q4 2024. 893 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

  • Apex Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q2 2025 after selling out during the quarter.
  • Apex Wealth Management sold 2,548 Vanguard Extended Market ETF shares in Q2 2025, an estimated $439K.
  • Apex Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and held it in 2 quarters.
  • Apex Wealth Management's Vanguard Extended Market ETF position peaked at $557K in Q4 2024.
  • 893 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

Based on Apex Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.