Forum Financial Management, LP Vanguard Extended Market ETF Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 3,430 shares of VXF stock, worth $736,798. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,430
Previous 3,400
0.88%
Holding current value
$736,798
Previous $655,000
9.62%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding VXF
# of Institutions
1,009Shares Held
49.7MCall Options Held
18.2KPut Options Held
2.6K-
Morgan Stanley New York, NY3.66MShares$785 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.28MShares$705 Million1.66% of portfolio
-
Envestnet Asset Management Inc2.93MShares$630 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$366 Million0.02% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.63MShares$350 Million1.78% of portfolio