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Northwest Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-381
Closed -$69.3K – 539
2024
Q3 		$69.3K Buy
+381
New +$66.6K 0.06% 192
2024
Q1 		– Sell
-379
Closed -$62.4K – 524
2023
Q4 		$62.4K Buy
+379
New +$55.7K 0.05% 187

Other funds holding VXF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwest Financial Advisors's VXF Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Vanguard Extended Market ETF (VXF) in Q4 2024, closing a stake of 381 shares — an estimated $69.3K sold.

Northwest Financial Advisors first reported a position in VXF in Q4 2023 and held it in 2 quarters. The position peaked at $69.3K in Q3 2024. 901 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Vanguard Extended Market ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 381 Vanguard Extended Market ETF shares in Q4 2024, an estimated $69.3K.
  • Northwest Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Vanguard Extended Market ETF position peaked at $69.3K in Q3 2024.
  • 901 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.