PCS
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Personal CFO Solutions’s Vanguard Extended Market ETF VXF Stock Holding History

Personal CFO Solutions’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
-1,338
Closed -$244K – 617
2024
Q3 		$244K Sell
1,338
-49
-4% -$8.57K 0.03% 481
2024
Q2 		$234K Hold
1,387
– – 0.04% 453
2024
Q1 		$243K Buy
1,387
+2
+0.1% +$332 0.04% 455
2023
Q4 		$228K Buy
+1,385
New +$204K 0.04% 453
2019
Q4 		– Sell
-5,867
Closed -$682K – 383
2019
Q3 		$682K Buy
+5,867
New +$691K 0.27% 89

Other funds holding VXF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Personal CFO Solutions's VXF Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Extended Market ETF (VXF) in Q4 2024, closing a stake of 1,338 shares — an estimated $244K sold.

Personal CFO Solutions first reported a position in VXF in Q3 2019 and held it in 5 quarters. The position peaked at $682K in Q3 2019. 898 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Extended Market ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 1,338 Vanguard Extended Market ETF shares in Q4 2024, an estimated $244K.
  • Personal CFO Solutions first reported a position in Vanguard Extended Market ETF in Q3 2019 and held it in 5 quarters.
  • Personal CFO Solutions's Vanguard Extended Market ETF position peaked at $682K in Q3 2019.
  • 898 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.