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

Cassady Schiller 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
2024 Q4	$67.3K	Hold	354	–	–	0.02%	184
2024 Q3	$64.4K	Hold	354	–	–	0.02%	184
2024 Q2	$59.8K	Hold	354	–	–	0.02%	184
2024 Q1	$62K	Hold	354	–	–	0.03%	195
2023 Q4	$58.2K	Hold	354	–	–	0.03%	192
2023 Q3	$50.7K	Hold	354	–	–	0.03%	195
2023 Q2	$52.7K	Hold	354	–	–	0.03%	190
2023 Q1	$49.6K	Hold	354	–	–	0.02%	200
2022 Q4	$47K	Buy	+354	New	+$48K	0.03%	198
2022 Q1	–	Sell	-334	Closed	-$61K	–	594
2021 Q4	$61K	Buy	+334	New	+$62.8K	0.04%	183

Other funds holding VXF

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cassady Schiller Wealth Management's VXF Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q4 2024 at 354 shares worth $67.3K. The position accounts for 0.02% of the portfolio, ranked #184.

Cassady Schiller Wealth Management first reported a position in VXF in Q4 2021 and has held it in 10 quarters since. 898 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

Cassady Schiller Wealth Management held 354 shares of Vanguard Extended Market ETF worth $67.3K as of Q4 2024.
Cassady Schiller Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q4 2024.
Vanguard Extended Market ETF made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #184 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 10 quarters since.
898 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.