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Bordeaux Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Bordeaux Wealth Advisors’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 		$3.85M Sell
19,970
-29
-0.1% -$5.15K 0.49% 26
2025
Q1 		$3.44M Sell
19,999
-484
-2% -$91.6K 0.64% 28
2024
Q4 		$3.89M Sell
20,483
-1,196
-6% -$231K 0.63% 26
2024
Q3 		$3.95M Buy
21,679
+35
+0.2% +$6.12K 0.71% 26
2024
Q2 		$3.65M Buy
+21,644
New +$3.65M 0.7% 27

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

Bordeaux Wealth Advisors's VXF Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 0.15% in Q2 2025, selling an estimated $5.15K and leaving 19,970 shares worth $3.85M. The position accounts for 0.49% of the portfolio, ranked #26.

Bordeaux Wealth Advisors first reported a position in VXF in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.95M in Q3 2024. 894 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

  • Bordeaux Wealth Advisors held 19,970 shares of Vanguard Extended Market ETF worth $3.85M as of Q2 2025.
  • Bordeaux Wealth Advisors sold 29 Vanguard Extended Market ETF shares in Q2 2025, an estimated $5.15K.
  • Vanguard Extended Market ETF made up 0.49% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #26 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q2 2024 and has held it in 5 quarters since.
  • Bordeaux Wealth Advisors's Vanguard Extended Market ETF position peaked at $3.95M in Q3 2024.
  • 894 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.