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

Congress 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 		$777K Sell
4,030
-5,220
-56% -$927K 0.01% 779
2025
Q1 		$1.6M Buy
9,250
+2,075
+29% +$393K 0.02% 542
2024
Q4 		$1.36M Sell
7,175
-100
-1% -$19.3K 0.02% 468
2024
Q3 		$1.32M Buy
+7,275
New +$1.27M 0.02% 472

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 22.9% 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

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

Congress Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 56% in Q2 2025, selling an estimated $927K and leaving 4,030 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #779.

Congress Wealth Management first reported a position in VXF in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.6M in Q1 2025. 895 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

  • Congress Wealth Management held 4,030 shares of Vanguard Extended Market ETF worth $777K as of Q2 2025.
  • Congress Wealth Management sold 5,220 Vanguard Extended Market ETF shares in Q2 2025, an estimated $927K.
  • Vanguard Extended Market ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #779 holding.
  • Congress Wealth Management first reported a position in Vanguard Extended Market ETF in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Vanguard Extended Market ETF position peaked at $1.6M in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.