Affiance Financial
VXF icon

Affiance Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Affiance Financial’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
Q3 		$16.1M Sell
69,619
-385
-0.5% -$92.6K 2.3% 9
2026
Q2 		$17.2M Sell
70,004
-709
-1% -$162K 2.48% 9
2026
Q1 		$14.6M Sell
70,713
-9,981
-12% -$2.14M 2.36% 9
2025
Q4 		$16.9M Sell
80,694
-639
-0.8% -$134K 2.71% 9
2025
Q3 		$17M Buy
81,333
+3,918
+5% +$793K 3.1% 7
2025
Q2 		$14.9M Buy
77,415
+7,382
+11% +$1.31M 3.03% 7
2025
Q1 		$12.1M Buy
70,033
+2,726
+4% +$516K 2.81% 8
2024
Q4 		$12.8M Buy
67,307
+133
+0.2% +$25.6K 3.06% 7
2024
Q3 		$12.2M Buy
67,174
+1,193
+2% +$209K 2.96% 6
2024
Q2 		$11.1M Buy
65,981
+3,397
+5% +$573K 2.91% 7
2024
Q1 		$11M Buy
62,584
+3,340
+6% +$555K 2.97% 7
2023
Q4 		$9.7M Buy
+59,244
New +$8.71M 2.84% 7
2023
Q1 		– Sell
-1,015
Closed -$135K – 407
2022
Q4 		$135K Hold
1,015
– – 0.05% 113
2022
Q3 		$129K Hold
1,015
– – 0.07% 81
2022
Q2 		$133K Hold
1,015
– – 0.07% 87
2022
Q1 		$168K Hold
1,015
– – 0.08% 94
2021
Q4 		$186K Hold
1,015
– – 0.08% 106
2021
Q3 		$185K Hold
1,015
– – 0.08% 109
2021
Q2 		$191K Hold
1,015
– – 0.08% 112
2021
Q1 		$180K Hold
1,015
– – 0.08% 108
2020
Q4 		$167K Hold
1,015
– – 0.09% 99
2020
Q3 		$132K Hold
1,015
– – 0.08% 98
2020
Q2 		$120K Hold
1,015
– – 0.07% 94
2020
Q1 		$92K Hold
1,015
– – 0.06% 86
2019
Q4 		$128K Buy
+1,015
New +$123K 0.07% 98

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TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Tenon Financial
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Affiance Financial's VXF Position: Q3 2026 in Review

Affiance Financial reduced its Vanguard Extended Market ETF (VXF) stake by 0.55% in Q3 2026, selling an estimated $92.6K and leaving 69,619 shares worth $16.1M. The position accounts for 2.3% of the portfolio, ranked #9.

Affiance Financial first reported a position in VXF in Q4 2019 and has held it in 25 quarters since. The position peaked at $17.2M in Q2 2026. 448 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Affiance Financial held 69,619 shares of Vanguard Extended Market ETF worth $16.1M as of Q3 2026.
  • Affiance Financial sold 385 Vanguard Extended Market ETF shares in Q3 2026, an estimated $92.6K.
  • Vanguard Extended Market ETF made up 2.3% of Affiance Financial's portfolio in Q3 2026, its #9 holding.
  • Affiance Financial first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 25 quarters since.
  • Affiance Financial's Vanguard Extended Market ETF position peaked at $17.2M in Q2 2026.
  • 448 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.