Financial Advocates Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

Financial Advocates Investment 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 Q1	–	Sell	-1,098	Closed	-$209K	–	800
2024 Q4	$209K	Buy	+1,098	New	+$212K	0.01%	692
2022 Q1	–	Sell	-1,253	Closed	-$229K	–	823
2021 Q4	$229K	Buy	1,253 +80	+7%	+$15K	0.01%	696
2021 Q3	$214K	Buy	1,173 +2	+0.2%	+$373	0.01%	688
2021 Q2	$221K	Sell	1,171 -123	-10%	-$22.5K	0.01%	682
2021 Q1	$229K	Buy	+1,294	New	+$230K	0.02%	684

Other funds holding VXF

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Advocates Investment Management's VXF Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2025, closing a stake of 1,098 shares — an estimated $209K sold.

Financial Advocates Investment Management first reported a position in VXF in Q1 2021 and held it in 5 quarters. The position peaked at $229K in Q4 2021. 866 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

Financial Advocates Investment Management reported no remaining Vanguard Extended Market ETF position as of Q1 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 1,098 Vanguard Extended Market ETF shares in Q1 2025, an estimated $209K.
Financial Advocates Investment Management first reported a position in Vanguard Extended Market ETF in Q1 2021 and held it in 5 quarters.
Financial Advocates Investment Management's Vanguard Extended Market ETF position peaked at $229K in Q4 2021.
866 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.