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

Axxcess 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
-1,189
Closed -$205K – 928
2025
Q1 		$205K Buy
+1,189
New +$225K 0.01% 808
2023
Q3 		– Sell
-2,437
Closed -$363K – 850
2023
Q2 		$363K Buy
2,437
+254
+12% +$35.6K 0.03% 411
2023
Q1 		$306K Sell
2,183
-50
-2% -$7.1K 0.02% 474
2022
Q4 		$297K Buy
+2,233
New +$303K 0.02% 449

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 22.9% 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

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

Axxcess Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2025, closing a stake of 1,189 shares — an estimated $205K sold.

Axxcess Wealth Management first reported a position in VXF in Q4 2022 and held it in 4 quarters. The position peaked at $363K in Q2 2023. 895 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,189 Vanguard Extended Market ETF shares in Q2 2025, an estimated $205K.
  • Axxcess Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2022 and held it in 4 quarters.
  • Axxcess Wealth Management's Vanguard Extended Market ETF position peaked at $363K in Q2 2023.
  • 895 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.