SFSG
VXF icon

Sound Financial Strategies Group’s Vanguard Extended Market ETF VXF Stock Holding History

Sound Financial Strategies 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
Q2 		– Sell
-60
Closed -$10.3K – 104
2025
Q1 		$10.3K Hold
60
– – 0.01% 98
2024
Q4 		$11.4K Hold
60
– – 0.01% 89
2024
Q3 		$10.9K Hold
60
– – 0.01% 89
2024
Q2 		$10.1K Buy
+60
New +$10.1K 0.01% 87

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sound Financial Strategies Group's VXF Position: Q2 2025 in Review

Sound Financial Strategies Group sold out of Vanguard Extended Market ETF (VXF) in Q2 2025, closing a stake of 60 shares — an estimated $10.3K sold.

Sound Financial Strategies Group first reported a position in VXF in Q2 2024 and held it in 4 quarters. The position peaked at $11.4K in Q4 2024. 893 funds tracked by Wall St. Rank hold VXF as of Q2 2025.

  • Sound Financial Strategies Group reported no remaining Vanguard Extended Market ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 60 Vanguard Extended Market ETF shares in Q2 2025, an estimated $10.3K.
  • Sound Financial Strategies Group first reported a position in Vanguard Extended Market ETF in Q2 2024 and held it in 4 quarters.
  • Sound Financial Strategies Group's Vanguard Extended Market ETF position peaked at $11.4K in Q4 2024.
  • 893 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2025.

Based on Sound Financial Strategies Group's 13F filing for Q2 2025, filed 6 Aug 2025.