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FineMark National Bank & Trust’s Vanguard Extended Market ETF VXF Stock Holding History

FineMark National Bank & Trust’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
Q3 		– Sell
-1,396
Closed -$269K – 475
2025
Q2 		$269K Hold
1,396
– – 0.01% 392
2025
Q1 		$240K Hold
1,396
– – 0.01% 384
2024
Q4 		$265K Sell
1,396
-100
-7% -$19.3K 0.01% 365
2024
Q3 		$272K Sell
1,496
-1,160
-44% -$203K 0.01% 362
2024
Q2 		$448K Sell
2,656
-806
-23% -$136K 0.02% 294
2024
Q1 		$607K Hold
3,462
– – 0.02% 254
2023
Q4 		$569K Sell
3,462
-875
-20% -$129K 0.02% 262
2023
Q3 		$622K Buy
4,337
+175
+4% +$26.2K 0.03% 243
2023
Q2 		$619K Buy
4,162
+920
+28% +$129K 0.03% 254
2023
Q1 		$455K Sell
3,242
-366
-10% -$51.9K 0.02% 285
2022
Q4 		$479K Buy
3,608
+600
+20% +$81.3K 0.02% 263
2022
Q3 		$382K Buy
3,008
+5
+0.2% +$705 0.02% 291
2022
Q2 		$394K Buy
3,003
+560
+23% +$81.5K 0.02% 301
2022
Q1 		$405K Sell
2,443
-739
-23% -$122K 0.02% 317
2021
Q4 		$582K Buy
+3,182
New +$598K 0.02% 284
2021
Q3 		– Sell
-1,606
Closed -$303K – 458
2021
Q2 		$303K Buy
+1,606
New +$294K 0.01% 369

Other funds holding VXF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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 $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FineMark National Bank & Trust's VXF Position: Q3 2025 in Review

FineMark National Bank & Trust sold out of Vanguard Extended Market ETF (VXF) in Q3 2025, closing a stake of 1,396 shares — an estimated $269K sold.

FineMark National Bank & Trust first reported a position in VXF in Q2 2021 and held it in 16 quarters. The position peaked at $622K in Q3 2023. 905 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

  • FineMark National Bank & Trust reported no remaining Vanguard Extended Market ETF position as of Q3 2025 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,396 Vanguard Extended Market ETF shares in Q3 2025, an estimated $269K.
  • FineMark National Bank & Trust first reported a position in Vanguard Extended Market ETF in Q2 2021 and held it in 16 quarters.
  • FineMark National Bank & Trust's Vanguard Extended Market ETF position peaked at $622K in Q3 2023.
  • 905 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on FineMark National Bank & Trust's 13F filing for Q3 2025, filed 12 Nov 2025.