MWM
VXF icon

Modern Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Modern Wealth Management’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
Q4 		– Sell
-1,124
Closed -$235K – 897
2025
Q3 		$235K Buy
1,124
+3
+0.3% +$607 ﹤0.01% 721
2025
Q2 		$216K Buy
+1,121
New +$199K 0.01% 726

Other funds holding VXF

Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Modern Wealth Management's VXF Position: Q4 2025 in Review

Modern Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q4 2025, closing a stake of 1,124 shares — an estimated $235K sold.

Modern Wealth Management first reported a position in VXF in Q2 2025 and held it in 2 quarters. The position peaked at $235K in Q3 2025. 988 funds tracked by Wall St. Rank hold VXF as of Q4 2025.

  • Modern Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 1,124 Vanguard Extended Market ETF shares in Q4 2025, an estimated $235K.
  • Modern Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2025 and held it in 2 quarters.
  • Modern Wealth Management's Vanguard Extended Market ETF position peaked at $235K in Q3 2025.
  • 988 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.