WFA
VXF icon

Wellspring Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Wellspring Financial Advisors’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
2024
Q1 		– Sell
-3,405
Closed -$560K – 154
2023
Q4 		$560K Buy
+3,405
New +$500K 0.14% 68
2022
Q2 		– Sell
-1,063
Closed -$176K – 141
2022
Q1 		$176K Sell
1,063
-602
-36% -$99.1K 0.05% 96
2021
Q4 		$305K Buy
1,665
+3
+0.2% +$564 0.09% 75
2021
Q3 		$303K Buy
1,662
+2
+0.1% +$373 0.09% 75
2021
Q2 		$313K Buy
+1,660
New +$303K 0.1% 70
2021
Q1 		– Sell
-1,655
Closed -$273K – 109
2020
Q4 		$273K Sell
1,655
-200
-11% -$29.6K 0.1% 73
2020
Q3 		$241K Sell
1,855
-268
-13% -$34.1K 0.09% 76
2020
Q2 		$251K Buy
+2,123
New +$228K 0.1% 77

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellspring Financial Advisors's VXF Position: Q1 2024 in Review

Wellspring Financial Advisors sold out of Vanguard Extended Market ETF (VXF) in Q1 2024, closing a stake of 3,405 shares — an estimated $560K sold.

Wellspring Financial Advisors first reported a position in VXF in Q2 2020 and held it in 8 quarters. The position peaked at $560K in Q4 2023. 772 funds tracked by Wall St. Rank hold VXF as of Q1 2024.

  • Wellspring Financial Advisors reported no remaining Vanguard Extended Market ETF position as of Q1 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 3,405 Vanguard Extended Market ETF shares in Q1 2024, an estimated $560K.
  • Wellspring Financial Advisors first reported a position in Vanguard Extended Market ETF in Q2 2020 and held it in 8 quarters.
  • Wellspring Financial Advisors's Vanguard Extended Market ETF position peaked at $560K in Q4 2023.
  • 772 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2024.

Based on Wellspring Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.