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Palo Alto Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Palo Alto 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
Q3 		$370K Buy
1,760
+1
+0.1% +$202 0.11% 47
2025
Q2 		$339K Buy
1,759
+5
+0.3% +$888 0.13% 40
2025
Q1 		$325K Sell
1,754
-88
-5% -$16.7K 0.13% 41
2024
Q4 		$350K Sell
1,842
-506
-22% -$97.5K 0.12% 40
2024
Q3 		$436K Buy
2,348
+14
+0.6% +$2.45K 0.18% 34
2024
Q2 		$395K Sell
2,334
-175
-7% -$29.5K 0.27% 30
2024
Q1 		$440K Sell
2,509
-1,132
-31% -$188K 0.31% 28
2023
Q4 		$599K Buy
3,641
+331
+10% +$48.6K 0.45% 24
2023
Q3 		$476K Sell
3,310
-355
-10% -$53.2K 0.4% 24
2023
Q2 		$547K Sell
3,665
-1,831
-33% -$257K 0.44% 26
2023
Q1 		$771K Sell
5,496
-1,756
-24% -$249K 0.62% 22
2022
Q4 		$964K Buy
+7,252
New +$983K 0.82% 19

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
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

Palo Alto Wealth Advisors's VXF Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Vanguard Extended Market ETF (VXF) stake by 0.06% in Q3 2025, buying an estimated $202 and bringing the position to 1,760 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #47.

Palo Alto Wealth Advisors first reported a position in VXF in Q4 2022 and has held it in 12 quarters since. The position peaked at $964K in Q4 2022. 905 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

  • Palo Alto Wealth Advisors held 1,760 shares of Vanguard Extended Market ETF worth $370K as of Q3 2025.
  • Palo Alto Wealth Advisors bought 1 Vanguard Extended Market ETF share in Q3 2025, an estimated $202.
  • Vanguard Extended Market ETF made up 0.11% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #47 holding.
  • Palo Alto Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 12 quarters since.
  • Palo Alto Wealth Advisors's Vanguard Extended Market ETF position peaked at $964K in Q4 2022.
  • 905 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.