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Heritage Wealth Management (Ohio)’s Vanguard Extended Market ETF VXF Stock Holding History

Heritage Wealth Management (Ohio)’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
-1,690
Closed -$321K – 238
2024
Q4 		$321K Hold
1,690
– – 0.11% 180
2024
Q3 		$308K Hold
1,690
– – 0.1% 182
2024
Q2 		$284K Buy
+1,690
New +$285K 0.1% 185

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Wealthfront Advisers
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s VXF Position: Q1 2025 in Review

Heritage Wealth Management (Ohio) sold out of Vanguard Extended Market ETF (VXF) in Q1 2025, closing a stake of 1,690 shares — an estimated $321K sold.

Heritage Wealth Management (Ohio) first reported a position in VXF in Q2 2024 and held it in 3 quarters. The position peaked at $321K in Q4 2024. 865 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Vanguard Extended Market ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 1,690 Vanguard Extended Market ETF shares in Q1 2025, an estimated $321K.
  • Heritage Wealth Management (Ohio) first reported a position in Vanguard Extended Market ETF in Q2 2024 and held it in 3 quarters.
  • Heritage Wealth Management (Ohio)'s Vanguard Extended Market ETF position peaked at $321K in Q4 2024.
  • 865 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2025, filed 29 Apr 2025.