AO
VXF icon

Advisor OS’s Vanguard Extended Market ETF VXF Stock Holding History

Advisor OS’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 		$7.78M Sell
31,610
-11,112
-26% -$2.55M 0.52% 36
2026
Q1 		$8.79M Buy
42,722
+990
+2% +$212K 0.64% 32
2025
Q4 		$8.73M Sell
41,732
-25
-0.1% -$5.25K 0.7% 26
2025
Q3 		$8.74M Buy
41,757
+26,278
+170% +$5.32M 0.75% 22
2025
Q2 		$2.98M Buy
15,479
+2,575
+20% +$457K 0.29% 54
2025
Q1 		$2.22M Sell
12,904
-2,610
-17% -$494K 0.25% 58
2024
Q4 		$2.95M Buy
15,514
+280
+2% +$54K 0.34% 52
2024
Q3 		$2.77M Buy
15,234
+1,835
+14% +$321K 0.28% 63
2024
Q2 		$2.26M Buy
13,399
+1,728
+15% +$292K 0.25% 75
2024
Q1 		$2.05M Buy
11,671
+2,102
+22% +$349K 0.24% 81
2023
Q4 		$1.57M Buy
9,569
+689
+8% +$101K 0.2% 84
2023
Q3 		$1.27M Sell
8,880
-102
-1% -$15.3K 0.19% 98
2023
Q2 		$1.34M Sell
8,982
-98
-1% -$13.7K 0.22% 85
2023
Q1 		$1.27M Buy
9,080
+3,516
+63% +$499K 0.31% 81
2022
Q4 		$739K Buy
+5,564
New +$754K 0.2% 118
2022
Q3 		– Sell
-4,734
Closed -$620K – 213
2022
Q2 		$620K Sell
4,734
-2,061
-30% -$300K 0.18% 123
2022
Q1 		$1.13M Sell
6,795
-28,431
-81% -$4.68M 0.33% 74
2021
Q4 		$6.44M Sell
35,226
-27,451
-44% -$5.16M 1.31% 14
2021
Q3 		$11.4M Sell
62,677
-7,392
-11% -$1.38M 2.48% 8
2021
Q2 		$13.2M Buy
70,069
+3,411
+5% +$623K 2.74% 10
2021
Q1 		$11.8M Buy
+66,658
New +$11.8M 2.67% 12
2020
Q4 		– Sell
-167,304
Closed -$31.3M – 164
2020
Q3 		$31.3M Buy
+167,304
New +$21.3M 13.15% 1

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

Advisor OS's VXF Position: Q2 2026 in Review

Advisor OS reduced its Vanguard Extended Market ETF (VXF) stake by 26% in Q2 2026, selling an estimated $2.55M and leaving 31,610 shares worth $7.78M. The position accounts for 0.52% of the portfolio, ranked #36.

Advisor OS first reported a position in VXF in Q3 2020 and has held it in 22 quarters since. The position peaked at $31.3M in Q3 2020. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Advisor OS held 31,610 shares of Vanguard Extended Market ETF worth $7.78M as of Q2 2026.
  • Advisor OS sold 11,112 Vanguard Extended Market ETF shares in Q2 2026, an estimated $2.55M.
  • Vanguard Extended Market ETF made up 0.52% of Advisor OS's portfolio in Q2 2026, its #36 holding.
  • Advisor OS first reported a position in Vanguard Extended Market ETF in Q3 2020 and has held it in 22 quarters since.
  • Advisor OS's Vanguard Extended Market ETF position peaked at $31.3M in Q3 2020.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.