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Gries Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Gries Financial’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 		$729K Hold
3,482
– – 0.12% 153
2025
Q2 		$671K Sell
3,482
-145
-4% -$25.8K 0.12% 145
2025
Q1 		$625K Buy
3,627
+926
+34% +$175K 0.12% 144
2024
Q4 		$513K Buy
+2,701
New +$521K 0.09% 163

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Gries Financial's VXF Position: Q3 2025 in Review

Gries Financial held its Vanguard Extended Market ETF (VXF) position steady in Q3 2025 at 3,482 shares worth $729K. The position accounts for 0.12% of the portfolio, ranked #153.

Gries Financial first reported a position in VXF in Q4 2024 and has held it in 4 quarters since. 907 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

  • Gries Financial held 3,482 shares of Vanguard Extended Market ETF worth $729K as of Q3 2025.
  • Gries Financial left its Vanguard Extended Market ETF share count unchanged in Q3 2025.
  • Vanguard Extended Market ETF made up 0.12% of Gries Financial's portfolio in Q3 2025, its #153 holding.
  • Gries Financial first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 4 quarters since.
  • 907 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.