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

Centricity 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 		$85K Hold
441
– – 0.07% 124
2025
Q1 		$76K Hold
441
– – 0.07% 129
2024
Q4 		$83.8K Buy
+441
New +$85K 0.08% 123

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 22.96% 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

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

Centricity Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q2 2025 at 441 shares worth $85K. The position accounts for 0.07% of the portfolio, ranked #124.

Centricity Wealth Management first reported a position in VXF in Q4 2024 and has held it in 3 quarters since. 895 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

  • Centricity Wealth Management held 441 shares of Vanguard Extended Market ETF worth $85K as of Q2 2025.
  • Centricity Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q2 2025.
  • Vanguard Extended Market ETF made up 0.07% of Centricity Wealth Management's portfolio in Q2 2025, its #124 holding.
  • Centricity Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 895 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.