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

Heritage 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
2025
Q2 		– Sell
-8
Closed -$1.38K – 595
2025
Q1 		$1.38K Buy
+8
New +$1.51K ﹤0.01% 522

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 22.9% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Heritage Wealth Advisors's VXF Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2025, closing a stake of 8 shares — an estimated $1.38K sold.

Heritage Wealth Advisors first reported a position in VXF in Q1 2025 and held it in 1 quarter. The position peaked at $1.38K in Q1 2025. 895 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 8 Vanguard Extended Market ETF shares in Q2 2025, an estimated $1.38K.
  • Heritage Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q1 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard Extended Market ETF position peaked at $1.38K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.