West Financial Advisors, LLC Vanguard Extended Market ETF Transaction History
West Financial Advisors, LLC
- $525 Million
- Q1 2025
A detailed history of West Financial Advisors, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 61,870 shares of VXF stock, worth $10.6 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
61,870
Previous 61,732
0.22%
Holding current value
$10.6 Million
Previous $11.7 Million
8.74%
% of portfolio
2.04%
Previous 2.27%
Shares
19 transactions
Others Institutions Holding VXF
# of Institutions
973Shares Held
48MCall Options Held
21.5KPut Options Held
3.2K-
Morgan Stanley New York, NY3.37MShares$576 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.14MShares$537 Million1.55% of portfolio
-
Envestnet Asset Management Inc2.74MShares$467 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$275 Million0.03% of portfolio
-
Fifth Third Bancorp1.2MShares$205 Million0.8% of portfolio