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Private Wealth Management Group’s Vanguard Extended Market ETF VXF Stock Holding History

Private Wealth Management Group’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
Q4 		– Sell
-8
Closed -$1.68K – 1550
2025
Q3 		$1.68K Buy
+8
New +$1.62K ﹤0.01% 1165

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
AF
Align Financial Hermantown, Minnesota $202M AUM
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Wealth Management Group's VXF Position: Q4 2025 in Review

Private Wealth Management Group sold out of Vanguard Extended Market ETF (VXF) in Q4 2025, closing a stake of 8 shares — an estimated $1.68K sold.

Private Wealth Management Group first reported a position in VXF in Q3 2025 and held it in 1 quarter. The position peaked at $1.68K in Q3 2025. 990 funds tracked by Wall St. Rank hold VXF as of Q4 2025.

  • Private Wealth Management Group reported no remaining Vanguard Extended Market ETF position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 8 Vanguard Extended Market ETF shares in Q4 2025, an estimated $1.68K.
  • Private Wealth Management Group first reported a position in Vanguard Extended Market ETF in Q3 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Vanguard Extended Market ETF position peaked at $1.68K in Q3 2025.
  • 990 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.