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Strategic Financial Concepts’s Vanguard Extended Market ETF VXF Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-1,051
Closed -$202K – 324
2025
Q2 		$202K Buy
+1,051
New +$187K 0.03% 265
2025
Q1 		– Sell
-1,142
Closed -$217K – 357
2024
Q4 		$217K Buy
+1,142
New +$220K 0.04% 305
2024
Q3 		– Sell
-31,764
Closed -$179 – 734
2024
Q2 		$179 Buy
+31,764
New +$5.36M ﹤0.01% 730

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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 $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Strategic Financial Concepts's VXF Position: Q3 2025 in Review

Strategic Financial Concepts sold out of Vanguard Extended Market ETF (VXF) in Q3 2025, closing a stake of 1,051 shares — an estimated $202K sold.

Strategic Financial Concepts first reported a position in VXF in Q2 2024 and held it in 3 quarters. The position peaked at $217K in Q4 2024. 907 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

  • Strategic Financial Concepts reported no remaining Vanguard Extended Market ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,051 Vanguard Extended Market ETF shares in Q3 2025, an estimated $202K.
  • Strategic Financial Concepts first reported a position in Vanguard Extended Market ETF in Q2 2024 and held it in 3 quarters.
  • Strategic Financial Concepts's Vanguard Extended Market ETF position peaked at $217K in Q4 2024.
  • 907 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.