AWM
VXF icon

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

Accurate 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 		$599K Sell
2,479
-174
-7% -$39.9K 0.06% 310
2026
Q1 		$568K Buy
2,653
+63
+2% +$13.5K 0.07% 288
2025
Q4 		$567K Sell
2,590
-27
-1% -$5.67K 0.07% 275
2025
Q3 		$553K Buy
2,617
+1,115
+74% +$226K 0.07% 275
2025
Q2 		$298K Sell
1,502
-187
-11% -$33.2K 0.05% 356
2025
Q1 		$271K Buy
1,689
+182
+12% +$34.4K 0.05% 312
2024
Q4 		$285K Hold
1,507
– – 0.05% 301
2024
Q3 		$280K Buy
+1,507
New +$263K 0.06% 293
2023
Q1 		– Sell
-299
Closed -$41.1K – 1442
2022
Q4 		$41.1K Buy
+299
New +$40.5K 0.02% 498

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

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

Accurate Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 6.6% in Q2 2026, selling an estimated $39.9K and leaving 2,479 shares worth $599K. The position accounts for 0.06% of the portfolio, ranked #310.

Accurate Wealth Management first reported a position in VXF in Q4 2022 and has held it in 9 quarters since. 1,072 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Accurate Wealth Management held 2,479 shares of Vanguard Extended Market ETF worth $599K as of Q2 2026.
  • Accurate Wealth Management sold 174 Vanguard Extended Market ETF shares in Q2 2026, an estimated $39.9K.
  • Vanguard Extended Market ETF made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Accurate Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 9 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.