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 $1.89T 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 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

GoalVest Advisory's VXF Position: Q1 2025 in Review

GoalVest Advisory sold out of Vanguard Extended Market ETF (VXF) in Q1 2025, closing a stake of 23 shares — an estimated $4.37K sold.

GoalVest Advisory first reported a position in VXF in Q2 2021 and held it in 5 quarters. The position peaked at $144K in Q2 2021. 869 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

  • GoalVest Advisory reported no remaining Vanguard Extended Market ETF position as of Q1 2025 after selling out during the quarter.
  • GoalVest Advisory sold 23 Vanguard Extended Market ETF shares in Q1 2025, an estimated $4.37K.
  • GoalVest Advisory first reported a position in Vanguard Extended Market ETF in Q2 2021 and held it in 5 quarters.
  • GoalVest Advisory's Vanguard Extended Market ETF position peaked at $144K in Q2 2021.
  • 869 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.