JSW
VXF icon

Journey Strategic Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Journey Strategic Wealth’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
-2,534
Closed -$461K – 559
2024
Q3 		$461K Buy
+2,534
New +$443K 0.02% 233

Other funds holding VXF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Journey Strategic Wealth's VXF Position: Q4 2024 in Review

Journey Strategic Wealth sold out of Vanguard Extended Market ETF (VXF) in Q4 2024, closing a stake of 2,534 shares — an estimated $461K sold.

Journey Strategic Wealth first reported a position in VXF in Q3 2024 and held it in 1 quarter. The position peaked at $461K in Q3 2024. 901 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

  • Journey Strategic Wealth reported no remaining Vanguard Extended Market ETF position as of Q4 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,534 Vanguard Extended Market ETF shares in Q4 2024, an estimated $461K.
  • Journey Strategic Wealth first reported a position in Vanguard Extended Market ETF in Q3 2024 and held it in 1 quarter.
  • Journey Strategic Wealth's Vanguard Extended Market ETF position peaked at $461K in Q3 2024.
  • 901 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on Journey Strategic Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.