CSPIA
VXF icon

Cary Street Partners Investment Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

Cary Street Partners Investment Advisory’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 		– Sell
-2,908
Closed -$529K – 784
2024
Q3 		$529K Sell
2,908
-78
-3% -$13.6K 0.02% 482
2024
Q2 		$504K Hold
2,986
– – 0.02% 470
2024
Q1 		$523K Hold
2,986
– – 0.02% 451
2023
Q4 		$491K Hold
2,986
– – 0.02% 431
2023
Q3 		$428K Hold
2,986
– – 0.02% 420
2023
Q2 		$444K Hold
2,986
– – 0.03% 377
2023
Q1 		$419K Hold
2,986
– – 0.03% 364
2022
Q4 		$397K Hold
2,986
– – 0.03% 367
2022
Q3 		$380K Hold
2,986
– – 0.03% 351
2022
Q2 		$391K Buy
2,986
+218
+8% +$31.7K 0.03% 322
2022
Q1 		$459K Buy
+2,768
New +$455K 0.13% 163
2020
Q4 		– Sell
-380
Closed -$49K – 868
2020
Q3 		$49K Buy
+380
New +$48.4K 0.01% 494

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

Cary Street Partners Investment Advisory's VXF Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Vanguard Extended Market ETF (VXF) in Q4 2024, closing a stake of 2,908 shares — an estimated $529K sold.

Cary Street Partners Investment Advisory first reported a position in VXF in Q3 2020 and held it in 12 quarters. The position peaked at $529K in Q3 2024. 899 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Vanguard Extended Market ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,908 Vanguard Extended Market ETF shares in Q4 2024, an estimated $529K.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard Extended Market ETF in Q3 2020 and held it in 12 quarters.
  • Cary Street Partners Investment Advisory's Vanguard Extended Market ETF position peaked at $529K in Q3 2024.
  • 899 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.