Heritage Family Offices’s Vanguard Extended Market ETF VXF Stock Holding History

Heritage Family Offices’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	$374K	Sell	1,818 -9	-0.5%	-$1.93K	0.17%	121
2025 Q4	$382K	Hold	1,827	–	–	0.17%	117
2025 Q3	$382K	Buy	1,827 +9	+0.5%	+$1.82K	0.18%	111
2025 Q2	$314K	Hold	1,818	–	–	0.16%	121
2025 Q1	$313K	Hold	1,818	–	–	0.16%	118
2024 Q4	$345K	Hold	1,818	–	–	0.17%	113
2024 Q3	$331K	Hold	1,818	–	–	0.17%	120
2024 Q2	$307K	Buy	+1,818	New	+$307K	0.17%	117

Other funds holding VXF

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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