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

MorganRosel 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
Q3 		– Sell
-859
Closed -$166K – 345
2025
Q2 		$166K Hold
859
– – 0.05% 115
2025
Q1 		$148K Buy
+859
New +$163K 0.04% 111
2024
Q2 		– Sell
-1,395
Closed -$245K – 108
2024
Q1 		$245K Hold
1,395
– – 0.09% 94
2023
Q4 		$229K Buy
+1,395
New +$205K 0.09% 92
2023
Q3 		– Sell
-1,452
Closed -$216K – 107
2023
Q2 		$216K Sell
1,452
-24
-2% -$3.37K 0.09% 91
2023
Q1 		$207K Sell
1,476
-4,487
-75% -$637K 0.09% 89
2022
Q4 		$792K Buy
5,963
+1,328
+29% +$180K 0.36% 58
2022
Q3 		$589K Buy
4,635
+200
+5% +$28.2K 0.3% 62
2022
Q2 		$581K Buy
4,435
+130
+3% +$18.9K 0.31% 60
2022
Q1 		$713K Buy
4,305
+163
+4% +$26.8K 0.35% 57
2021
Q4 		$757K Sell
4,142
-120
-3% -$22.6K 0.37% 55
2021
Q3 		$777K Buy
4,262
+66
+2% +$12.3K 0.42% 46
2021
Q2 		$791K Buy
4,196
+266
+7% +$48.6K 0.44% 45
2021
Q1 		$695K Buy
3,930
+3
+0.1% +$533 0.44% 50
2020
Q4 		$647K Buy
3,927
+123
+3% +$18.2K 0.46% 41
2020
Q3 		$493K Buy
3,804
+295
+8% +$37.6K 0.4% 55
2020
Q2 		$415K Buy
3,509
+521
+17% +$55.9K 0.38% 52
2020
Q1 		$271K Buy
2,988
+82
+3% +$9.54K 0.31% 56
2019
Q4 		$366K Sell
2,906
-112
-4% -$13.5K 0.28% 59
2019
Q3 		$351K Buy
3,018
+447
+17% +$52.6K 0.29% 58
2019
Q2 		$305K Buy
2,571
+128
+5% +$15K 0.25% 57
2019
Q1 		$282K Buy
2,443
+177
+8% +$19.9K 0.24% 59
2018
Q4 		$226K Buy
+2,266
New +$248K 0.23% 61

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MorganRosel Wealth Management's VXF Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2025, closing a stake of 859 shares — an estimated $166K sold.

MorganRosel Wealth Management first reported a position in VXF in Q4 2018 and held it in 23 quarters. The position peaked at $792K in Q4 2022. 905 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 859 Vanguard Extended Market ETF shares in Q3 2025, an estimated $166K.
  • MorganRosel Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2018 and held it in 23 quarters.
  • MorganRosel Wealth Management's Vanguard Extended Market ETF position peaked at $792K in Q4 2022.
  • 905 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.