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Choate Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Choate Investment 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
2026
Q1 		$2.61M Sell
12,703
-259
-2% -$55.4K 0.05% 137
2025
Q4 		$2.71M Sell
12,962
-104
-0.8% -$21.8K 0.05% 129
2025
Q3 		$2.74M Buy
13,066
+5,968
+84% +$1.21M 0.06% 130
2025
Q2 		$1.37M Buy
7,098
+4,742
+201% +$842K 0.03% 169
2025
Q1 		$406K Sell
2,356
-194
-8% -$36.7K 0.01% 284
2024
Q4 		$484K Sell
2,550
-126
-5% -$24.3K 0.01% 271
2024
Q3 		$487K Hold
2,676
– – 0.01% 264
2024
Q2 		$452K Buy
2,676
+176
+7% +$29.7K 0.01% 262
2024
Q1 		$438K Buy
+2,500
New +$415K 0.01% 276

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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 $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return