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

Tolleson Wealth Management’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
Q1 		– Sell
-3,420
Closed -$650K – 106
2024
Q4 		$650K Buy
+3,420
New +$659K 0.13% 55

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Tolleson Wealth Management's VXF Position: Q1 2025 in Review

Tolleson Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2025, closing a stake of 3,420 shares — an estimated $650K sold.

Tolleson Wealth Management first reported a position in VXF in Q4 2024 and held it in 1 quarter. The position peaked at $650K in Q4 2024. 868 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

  • Tolleson Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q1 2025 after selling out during the quarter.
  • Tolleson Wealth Management sold 3,420 Vanguard Extended Market ETF shares in Q1 2025, an estimated $650K.
  • Tolleson Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and held it in 1 quarter.
  • Tolleson Wealth Management's Vanguard Extended Market ETF position peaked at $650K in Q4 2024.
  • 868 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.