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Heritage Oak Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Heritage Oak Wealth Advisors’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
2024
Q4 		– Sell
-3,350
Closed -$610K – 187
2024
Q3 		$610K Buy
+3,350
New +$586K 0.28% 59

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heritage Oak Wealth Advisors's VXF Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q4 2024, closing a stake of 3,350 shares — an estimated $610K sold.

Heritage Oak Wealth Advisors first reported a position in VXF in Q3 2024 and held it in 1 quarter. The position peaked at $610K in Q3 2024. 898 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,350 Vanguard Extended Market ETF shares in Q4 2024, an estimated $610K.
  • Heritage Oak Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Vanguard Extended Market ETF position peaked at $610K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.