GA
VXF icon

GoalVest Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

GoalVest Advisory’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
-23
Closed -$4.37K – 554
2024
Q4 		$4.37K Buy
+23
New +$4.43K ﹤0.01% 309
2023
Q4 		– Sell
-10
Closed -$1.43K – 502
2023
Q3 		$1.43K Buy
+10
New +$1.5K ﹤0.01% 435
2022
Q3 		– Sell
-143
Closed -$19K – 316
2022
Q2 		$19K Sell
143
-445
-76% -$64.8K 0.01% 224
2022
Q1 		$97K Buy
+588
New +$96.8K 0.05% 133
2021
Q2 		$144K Buy
+764
New +$140K 0.09% 122

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
Citigroup
Citigroup New York $157B AUM 32.99% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return