Newbridge Financial Services Group’s Vanguard Extended Market ETF VXF Stock Holding History

Newbridge Financial Services Group’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	-49	Closed	-$8.44K	–	1365
2025 Q1	$8.44K	Sell	49 -39	-44%	-$7.38K	﹤0.01%	714
2024 Q4	$16.7K	Buy	+88	New	+$17K	﹤0.01%	643
2024 Q3	–	Sell	-88	Closed	-$14.9K	–	1106
2024 Q2	$14.9K	Hold	88	–	–	0.01%	629
2024 Q1	$15.4K	Hold	88	–	–	0.01%	663
2023 Q4	$14.5K	Hold	88	–	–	0.01%	663
2023 Q3	$12.6K	Hold	88	–	–	0.01%	759
2023 Q2	$13.1K	Sell	88 -15	-15%	-$2.1K	0.01%	822
2023 Q1	$14.4K	Buy	103 +15	+17%	+$2.13K	0.01%	819
2022 Q4	$11.7K	Hold	88	–	–	0.01%	879
2022 Q3	$11K	Hold	88	–	–	0.01%	863
2022 Q2	$12K	Sell	88 -71	-45%	-$10.3K	0.01%	824
2022 Q1	$26K	Buy	159 +131	+468%	+$21.6K	0.01%	654
2021 Q4	$5K	Sell	28 -3	-10%	-$564	﹤0.01%	1089
2021 Q3	$6K	Buy	31 +11	+55%	+$2.05K	﹤0.01%	990
2021 Q2	$4K	Buy	+20	New	+$3.66K	﹤0.01%	1183

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Newbridge Financial Services Group's VXF Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of Vanguard Extended Market ETF (VXF) in Q2 2025, closing a stake of 49 shares — an estimated $8.44K sold.

Newbridge Financial Services Group first reported a position in VXF in Q2 2021 and held it in 15 quarters. The position peaked at $26K in Q1 2022. 895 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

Newbridge Financial Services Group reported no remaining Vanguard Extended Market ETF position as of Q2 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 49 Vanguard Extended Market ETF shares in Q2 2025, an estimated $8.44K.
Newbridge Financial Services Group first reported a position in Vanguard Extended Market ETF in Q2 2021 and held it in 15 quarters.
Newbridge Financial Services Group's Vanguard Extended Market ETF position peaked at $26K in Q1 2022.
895 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.