PCWA
VXF icon

Pacific Capital Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-124
Closed -$23.6K – 382
2024
Q4 		$23.6K Hold
124
– – ﹤0.01% 207
2024
Q3 		$22.6K Hold
124
– – ﹤0.01% 226
2024
Q2 		$20.9K Hold
124
– – ﹤0.01% 231
2024
Q1 		$21.7K Hold
124
– – 0.01% 185
2023
Q4 		$20.4K Buy
+124
New +$18.2K 0.01% 192

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
Citigroup
Citigroup New York $303B AUM 53.02% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pacific Capital Wealth Advisors's VXF Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2025, closing a stake of 124 shares — an estimated $23.6K sold.

Pacific Capital Wealth Advisors first reported a position in VXF in Q4 2023 and held it in 5 quarters. The position peaked at $23.6K in Q4 2024. 868 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 124 Vanguard Extended Market ETF shares in Q1 2025, an estimated $23.6K.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Vanguard Extended Market ETF position peaked at $23.6K in Q4 2024.
  • 868 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.