Precedent Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Precedent Wealth Partners’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
2026 Q1	$1.07M	Sell	5,190 -11	-0.2%	-$2.35K	0.21%	108
2025 Q4	$1.09M	Buy	5,201 +54	+1%	+$11.3K	0.23%	108
2025 Q3	$1.08M	Sell	5,147 -155	-3%	-$31.4K	0.24%	106
2025 Q2	$1.02M	Sell	5,302 -27	-0.5%	-$4.79K	0.25%	104
2025 Q1	$918K	Hold	5,329	–	–	0.25%	100
2024 Q4	$1.01M	Buy	5,329 +606	+13%	+$117K	0.33%	85
2024 Q3	$860K	Sell	4,723 -8	-0.2%	-$1.4K	0.28%	91
2024 Q2	$799K	Buy	4,731 +30	+0.6%	+$5.06K	0.32%	79
2024 Q1	$824K	Hold	4,701	–	–	0.35%	74
2023 Q4	$773K	Buy	+4,701	New	+$691K	0.39%	68

Other funds holding VXF

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return