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Strategic Wealth Investment Group’s Vanguard Extended Market ETF VXF Stock Holding History

Strategic Wealth Investment 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
-1,771
Closed -$371K – 131
2025
Q3 		$371K Buy
+1,771
New +$358K 0.03% 93

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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 $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Wealth Investment Group's VXF Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Vanguard Extended Market ETF (VXF) in Q4 2025, closing a stake of 1,771 shares — an estimated $371K sold.

Strategic Wealth Investment Group first reported a position in VXF in Q3 2025 and held it in 1 quarter. The position peaked at $371K in Q3 2025. 993 funds tracked by Wall St. Rank hold VXF as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Vanguard Extended Market ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 1,771 Vanguard Extended Market ETF shares in Q4 2025, an estimated $371K.
  • Strategic Wealth Investment Group first reported a position in Vanguard Extended Market ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Vanguard Extended Market ETF position peaked at $371K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.