MFWP
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Mosaic Family Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Mosaic Family Wealth Partners’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
-1,194
Closed -$230K – 248
2025
Q2 		$230K Hold
1,194
– – 0.03% 207
2025
Q1 		$206K Hold
1,194
– – 0.03% 208
2024
Q4 		$227K Sell
1,194
-56
-4% -$10.8K 0.03% 190
2024
Q3 		$227K Buy
1,250
+56
+5% +$9.79K 0.03% 187
2024
Q2 		$202K Buy
+1,194
New +$202K 0.03% 186

Other funds holding VXF

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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

Mosaic Family Wealth Partners's VXF Position: Q3 2025 in Review

Mosaic Family Wealth Partners sold out of Vanguard Extended Market ETF (VXF) in Q3 2025, closing a stake of 1,194 shares — an estimated $230K sold.

Mosaic Family Wealth Partners first reported a position in VXF in Q2 2024 and held it in 5 quarters. The position peaked at $230K in Q2 2025. 906 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

  • Mosaic Family Wealth Partners reported no remaining Vanguard Extended Market ETF position as of Q3 2025 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 1,194 Vanguard Extended Market ETF shares in Q3 2025, an estimated $230K.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Extended Market ETF in Q2 2024 and held it in 5 quarters.
  • Mosaic Family Wealth Partners's Vanguard Extended Market ETF position peaked at $230K in Q2 2025.
  • 906 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.