ACP
VXF icon

Aveo Capital Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Aveo Capital 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
Q1 		– Sell
-6,108
Closed -$1.16M – 344
2024
Q4 		$1.16M Sell
6,108
-171
-3% -$33K 0.13% 122
2024
Q3 		$1.14M Buy
6,279
+555
+10% +$97K 0.12% 124
2024
Q2 		$966K Buy
5,724
+325
+6% +$54.9K 0.11% 133
2024
Q1 		$910K Buy
5,399
+413
+8% +$68.6K 0.1% 147
2023
Q4 		$820K Buy
4,986
+678
+16% +$99.6K 0.1% 146
2023
Q3 		$617K Buy
4,308
+321
+8% +$48.1K 0.08% 173
2023
Q2 		$593K Buy
3,987
+34
+0.9% +$4.77K 0.08% 181
2023
Q1 		$554K Sell
3,953
-60
-1% -$8.52K 0.07% 178
2022
Q4 		$533K Sell
4,013
-122
-3% -$16.5K 0.08% 180
2022
Q3 		$526K Sell
4,135
-311
-7% -$43.9K 0.09% 162
2022
Q2 		$583K Buy
4,446
+37
+0.8% +$5.38K 0.1% 161
2022
Q1 		$730K Sell
4,409
-168
-4% -$27.6K 0.13% 135
2021
Q4 		$837K Buy
4,577
+616
+16% +$116K 0.15% 124
2021
Q3 		$722K Sell
3,961
-82
-2% -$15.3K 0.15% 129
2021
Q2 		$762K Buy
4,043
+488
+14% +$89.2K 0.17% 119
2021
Q1 		$629K Buy
+3,555
New +$632K 0.16% 120
2020
Q4 		– Sell
-3,152
Closed -$409K – 185
2020
Q3 		$409K Buy
+3,152
New +$401K 0.15% 128
2020
Q2 		– Sell
-3,373
Closed -$305K – 158
2020
Q1 		$305K Buy
3,373
+838
+33% +$97.5K 0.15% 115
2019
Q4 		$319K Buy
2,535
+26
+1% +$3.14K 0.13% 133
2019
Q3 		$303K Sell
2,509
-273
-10% -$32.1K 0.13% 128
2019
Q2 		$338K Sell
2,782
-63
-2% -$7.36K 0.15% 125
2019
Q1 		$328K Sell
2,845
-26
-0.9% -$2.92K 0.15% 113
2018
Q4 		$287K Buy
2,871
+460
+19% +$50.4K 0.14% 97
2018
Q3 		$270K Buy
+2,411
New +$295K 0.12% 106

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 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 $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aveo Capital Partners's VXF Position: Q1 2025 in Review

Aveo Capital Partners sold out of Vanguard Extended Market ETF (VXF) in Q1 2025, closing a stake of 6,108 shares — an estimated $1.16M sold.

Aveo Capital Partners first reported a position in VXF in Q3 2018 and held it in 24 quarters. The position peaked at $1.16M in Q4 2024. 866 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

  • Aveo Capital Partners reported no remaining Vanguard Extended Market ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 6,108 Vanguard Extended Market ETF shares in Q1 2025, an estimated $1.16M.
  • Aveo Capital Partners first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 24 quarters.
  • Aveo Capital Partners's Vanguard Extended Market ETF position peaked at $1.16M in Q4 2024.
  • 866 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.