GM
VXF icon

GeoWealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

GeoWealth 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
2026
Q1 		$46.6M Buy
226,382
+5,298
+2% +$1.13M 1.68% 11
2025
Q4 		$46.2M Buy
221,084
+6,171
+3% +$1.3M 1.7% 11
2025
Q3 		$45M Sell
214,913
-25,877
-11% -$5.24M 1.64% 11
2025
Q2 		$46.4M Buy
240,790
+43,618
+22% +$7.75M 1.81% 10
2025
Q1 		$34M Buy
197,172
+7,403
+4% +$1.4M 1.36% 15
2024
Q4 		$36.1M Buy
189,769
+27,910
+17% +$5.38M 1.18% 16
2024
Q3 		$29.5M Buy
161,859
+8,612
+6% +$1.51M 1.04% 17
2024
Q2 		$25.9M Buy
153,247
+8,855
+6% +$1.49M 1.13% 17
2024
Q1 		$25.3M Buy
144,392
+121,918
+542% +$20.2M 0.98% 18
2023
Q4 		$3.69M Buy
+22,474
New +$3.3M 0.31% 75
2023
Q3 		– Sell
-21,073
Closed -$3.14M – 527
2023
Q2 		$3.14M Buy
+21,073
New +$2.96M 0.34% 60
2022
Q1 		– Sell
-763
Closed -$140K – 435
2021
Q4 		$140K Sell
763
-55,339
-99% -$10.4M 0.01% 288
2021
Q3 		$10.2M Buy
+56,102
New +$10.5M 0.84% 34

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