UWM
VXF icon

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

USAdvisors 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
-1,189
Closed -$225K – 152
2024
Q4 		$225K Hold
1,189
– – 0.07% 124
2024
Q3 		$216K Hold
1,189
– – 0.08% 117
2024
Q2 		$200K Sell
1,189
-674
-36% -$114K 0.07% 119
2024
Q1 		$326K Sell
1,863
-653
-26% -$108K 0.12% 109
2023
Q4 		$413K Buy
2,516
+1,514
+151% +$222K 0.17% 87
2023
Q3 		$6.99M Sell
1,002
-5,818
-85% -$873K 3.12% 5
2023
Q2 		$1.02M Buy
6,820
+126
+2% +$17.7K 0.48% 55
2023
Q1 		$939K Sell
6,694
-220
-3% -$31.2K 0.45% 58
2022
Q4 		$919K Buy
6,914
+1,016
+17% +$138K 0.44% 59
2022
Q3 		$750K Buy
5,898
+1,207
+26% +$170K 0.38% 63
2022
Q2 		$615K Sell
4,691
-34,587
-88% -$5.03M 0.31% 68
2022
Q1 		$6.51M Sell
39,278
-3,441
-8% -$566K 2.78% 10
2021
Q4 		$7.81M Sell
42,719
-971
-2% -$183K 3.18% 8
2021
Q3 		$7.97M Buy
43,690
+5,106
+13% +$953K 3.45% 6
2021
Q2 		$7.28M Sell
38,584
-2,753
-7% -$503K 3.95% 3
2021
Q1 		$7.31M Buy
+41,337
New +$7.34M 3.54% 6
2019
Q3 		– Sell
-4,180
Closed -$495 – 72
2019
Q2 		$495 Buy
+4,180
New +$488K 0.21% 29
2019
Q1 		– Sell
-2,349
Closed -$234K – 51
2018
Q4 		$234K Buy
+2,349
New +$257K 0.19% 37

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 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

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

USAdvisors Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2025, closing a stake of 1,189 shares — an estimated $225K sold.

USAdvisors Wealth Management first reported a position in VXF in Q4 2018 and held it in 18 quarters. The position peaked at $7.97M in Q3 2021. 865 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

  • USAdvisors Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q1 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 1,189 Vanguard Extended Market ETF shares in Q1 2025, an estimated $225K.
  • USAdvisors Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2018 and held it in 18 quarters.
  • USAdvisors Wealth Management's Vanguard Extended Market ETF position peaked at $7.97M in Q3 2021.
  • 865 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

Based on USAdvisors Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.