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MPS Loria Financial Planners’s Vanguard Extended Market ETF VXF Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-1,288
Closed -$222K – 84
2025
Q1 		$222K Buy
1,288
+4
+0.3% +$757 0.07% 78
2024
Q4 		$244K Buy
1,284
+4
+0.3% +$771 0.07% 72
2024
Q3 		$233K Hold
1,280
– – 0.07% 77
2024
Q2 		$216K Sell
1,280
-408
-24% -$68.9K 0.07% 78
2024
Q1 		$296K Hold
1,688
– – 0.1% 63
2023
Q4 		$278K Hold
1,688
– – 0.1% 67
2023
Q3 		$242K Hold
1,688
– – 0.09% 68
2023
Q2 		$251K Hold
1,688
– – 0.09% 70
2023
Q1 		$237K Hold
1,688
– – 0.1% 68
2022
Q4 		$224K Hold
1,688
– – 0.1% 66
2022
Q3 		$215K Hold
1,688
– – 0.08% 62
2022
Q2 		$221K Sell
1,688
-634
-27% -$92.3K 0.1% 65
2022
Q1 		$384K Buy
2,322
+634
+38% +$104K 0.16% 52
2021
Q4 		$308K Hold
1,688
– – 0.13% 60
2021
Q3 		$307K Hold
1,688
– – 0.14% 55
2021
Q2 		$318K Hold
1,688
– – 0.15% 52
2021
Q1 		$298K Hold
1,688
– – 0.14% 60
2020
Q4 		$274K Hold
1,688
– – 0.12% 61
2020
Q3 		$219K Hold
1,688
– – 0.11% 66
2020
Q2 		$200K Buy
+1,688
New +$181K 0.11% 69
2020
Q1 		– Sell
-1,688
Closed -$212K – 73
2019
Q4 		$212K Buy
+1,688
New +$204K 0.13% 70
2019
Q3 		– Sell
-1,688
Closed -$200K – 73
2019
Q2 		$200K Buy
+1,688
New +$197K 0.13% 70
2018
Q4 		– Sell
-1,781
Closed -$218K – 80
2018
Q3 		$218K Buy
1,781
+7
+0.4% +$856 0.14% 70
2018
Q2 		$209K Buy
+1,774
New +$206K 0.21% 65
2017
Q3 		– Sell
-1,758
Closed -$178K – 339
2017
Q2 		$178K Buy
+1,758
New +$177K 0.12% 77

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPS Loria Financial Planners's VXF Position: Q2 2025 in Review

MPS Loria Financial Planners sold out of Vanguard Extended Market ETF (VXF) in Q2 2025, closing a stake of 1,288 shares — an estimated $222K sold.

MPS Loria Financial Planners first reported a position in VXF in Q2 2017 and held it in 25 quarters. The position peaked at $384K in Q1 2022. 894 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

  • MPS Loria Financial Planners reported no remaining Vanguard Extended Market ETF position as of Q2 2025 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,288 Vanguard Extended Market ETF shares in Q2 2025, an estimated $222K.
  • MPS Loria Financial Planners first reported a position in Vanguard Extended Market ETF in Q2 2017 and held it in 25 quarters.
  • MPS Loria Financial Planners's Vanguard Extended Market ETF position peaked at $384K in Q1 2022.
  • 894 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

Based on MPS Loria Financial Planners's 13F filing for Q2 2025, filed 29 Jul 2025.