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

Abound 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
2026
Q2 		$114K Buy
464
+90
+24% +$20.6K 0.02% 145
2026
Q1 		$76.9K Hold
374
– – 0.02% 181
2025
Q4 		$78.1K Buy
374
+7
+2% +$1.47K 0.02% 166
2025
Q3 		$76.9K Hold
367
– – 0.02% 166
2025
Q2 		$70.8K Hold
367
– – 0.02% 159
2025
Q1 		$63.3K Sell
367
-267
-42% -$50.5K 0.02% 159
2024
Q4 		$121K Hold
634
– – 0.04% 93
2024
Q3 		$115K Hold
634
– – 0.04% 96
2024
Q2 		$107K Sell
634
-4
-0.6% -$675 0.04% 89
2024
Q1 		$112K Hold
638
– – 0.04% 86
2023
Q4 		$105K Hold
638
– – 0.04% 86
2023
Q3 		$91.4K Buy
638
+267
+72% +$40K 0.04% 82
2023
Q2 		$55.1K Buy
371
+53
+17% +$7.43K 0.02% 120
2023
Q1 		$44.5K Buy
318
+64
+25% +$9.08K 0.02% 135
2022
Q4 		$33.8K Sell
254
-26
-9% -$3.52K 0.02% 150
2022
Q3 		$35.6K Buy
280
+26
+10% +$3.67K 0.02% 146
2022
Q2 		$33.3K Hold
254
– – 0.02% 72
2022
Q1 		$42.1K Hold
254
– – 0.03% 69
2021
Q4 		$46.5K Buy
+254
New +$47.8K 0.04% 66

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Abound Wealth Management's VXF Position: Q2 2026 in Review

Abound Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 24% in Q2 2026, buying an estimated $20.6K and bringing the position to 464 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #145.

Abound Wealth Management first reported a position in VXF in Q4 2021 and has held it in 19 quarters since. The position peaked at $121K in Q4 2024. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Abound Wealth Management held 464 shares of Vanguard Extended Market ETF worth $114K as of Q2 2026.
  • Abound Wealth Management bought 90 Vanguard Extended Market ETF shares in Q2 2026, an estimated $20.6K.
  • Vanguard Extended Market ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Abound Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Vanguard Extended Market ETF position peaked at $121K in Q4 2024.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.