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Boston Financial Management’s Vanguard Extended Market ETF VXF Stock Holding History

Boston Financial 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
2024
Q4 		$499K Buy
2,624
+257
+11% +$49.5K 0.02% 240
2024
Q3 		$431K Hold
2,367
– – 0.01% 255
2024
Q2 		$400K Buy
+2,367
New +$399K 0.01% 257

Other funds holding VXF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Financial Management's VXF Position: Q4 2024 in Review

Boston Financial Management increased its Vanguard Extended Market ETF (VXF) stake by 11% in Q4 2024, buying an estimated $49.5K and bringing the position to 2,624 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #240.

Boston Financial Management first reported a position in VXF in Q2 2024 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

  • Boston Financial Management held 2,624 shares of Vanguard Extended Market ETF worth $499K as of Q4 2024.
  • Boston Financial Management bought 257 Vanguard Extended Market ETF shares in Q4 2024, an estimated $49.5K.
  • Vanguard Extended Market ETF made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #240 holding.
  • Boston Financial Management first reported a position in Vanguard Extended Market ETF in Q2 2024 and has held it in 3 quarters since.
  • 899 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.