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Patriot Financial Group Insurance Agency’s Vanguard Extended Market ETF VXF Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,181
Closed -$224K – 533
2024
Q4 		$224K Sell
1,181
-447
-27% -$86.2K 0.03% 425
2024
Q3 		$296K Sell
1,628
-98
-6% -$17.1K 0.04% 389
2024
Q2 		$291K Buy
1,726
+1
+0.1% +$169 0.04% 379
2024
Q1 		$302K Buy
1,725
+19
+1% +$3.15K 0.05% 364
2023
Q4 		$281K Buy
1,706
+58
+4% +$8.52K 0.05% 349
2023
Q3 		$236K Sell
1,648
-38
-2% -$5.7K 0.05% 381
2023
Q2 		$251K Buy
1,686
+161
+11% +$22.6K 0.05% 379
2023
Q1 		$214K Buy
+1,525
New +$216K 0.04% 407
2022
Q3 		– Sell
-1,018
Closed -$133K – 1921
2022
Q2 		$133K Buy
1,018
+189
+23% +$27.5K 0.03% 473
2022
Q1 		$137K Sell
829
-563
-40% -$92.6K 0.02% 494
2021
Q4 		$255K Sell
1,392
-142
-9% -$26.7K 0.04% 394
2021
Q3 		$280K Sell
1,534
-269
-15% -$50.2K 0.05% 357
2021
Q2 		$340K Buy
1,803
+529
+42% +$96.7K 0.06% 308
2021
Q1 		$225K Sell
1,274
-89
-7% -$15.8K 0.05% 358
2020
Q4 		$224K Buy
1,363
+807
+145% +$120K 0.06% 319
2020
Q3 		$72K Buy
556
+51
+10% +$6.49K 0.02% 465
2020
Q2 		$60K Sell
505
-84
-14% -$9.02K 0.02% 476
2020
Q1 		$53K Buy
589
+305
+107% +$35.5K 0.02% 443
2019
Q4 		$36K Buy
284
+127
+81% +$15.3K 0.01% 542
2019
Q3 		$18K Hold
157
– – 0.01% 680
2019
Q2 		$19K Hold
157
– – 0.01% 663
2019
Q1 		$18K Buy
157
+55
+54% +$6.17K 0.01% 579
2018
Q4 		$10K Hold
102
– – 0.01% 622
2018
Q3 		$13K Buy
+102
New +$12.5K 0.01% 579
2018
Q2 		– Sell
-102
Closed -$11K – 919
2018
Q1 		$11K Hold
102
– – 0.01% 590
2017
Q4 		$12K Buy
102
+1
+1% +$110 0.01% 563
2017
Q3 		$11K Hold
101
– – 0.01% 539
2017
Q2 		$10K Hold
101
– – 0.01% 535
2017
Q1 		$10K Hold
101
– – 0.01% 489
2016
Q4 		$10K Buy
+101
New +$9.34K 0.01% 468

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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 $82.4B AUM 19.69% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VXF Position: Q1 2025 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Extended Market ETF (VXF) in Q1 2025, closing a stake of 1,181 shares — an estimated $224K sold.

Patriot Financial Group Insurance Agency first reported a position in VXF in Q4 2016 and held it in 30 quarters. The position peaked at $340K in Q2 2021. 866 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard Extended Market ETF position as of Q1 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,181 Vanguard Extended Market ETF shares in Q1 2025, an estimated $224K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Extended Market ETF in Q4 2016 and held it in 30 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard Extended Market ETF position peaked at $340K in Q2 2021.
  • 866 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2025, filed 14 Apr 2025.