Atlantic Private Wealth
VXF icon

Atlantic Private Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Atlantic Private Wealth’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 		$6.89M Buy
29,749
+1,225
+4% +$295K 4.07% 4
2026
Q2 		$7.02M Buy
28,524
+389
+1% +$89.1K 4.3% 4
2026
Q1 		$5.79M Sell
28,135
-107
-0.4% -$22.9K 3.79% 5
2025
Q4 		$5.91M Sell
28,242
-282
-1% -$59.2K 3.78% 5
2025
Q3 		$5.97M Buy
28,524
+534
+2% +$108K 3.86% 5
2025
Q2 		$5.39M Buy
27,990
+963
+4% +$171K 3.61% 5
2025
Q1 		$4.66M Sell
27,027
-3,596
-12% -$681K 3.44% 5
2024
Q4 		$5.82M Sell
30,623
-233
-0.8% -$44.9K 4.38% 5
2024
Q3 		$5.62M Buy
30,856
+70
+0.2% +$12.2K 4.25% 5
2024
Q2 		$5.2M Buy
30,786
+1,560
+5% +$263K 4.23% 5
2024
Q1 		$5.12M Sell
29,226
-93
-0.3% -$15.4K 4.26% 5
2023
Q4 		$4.82M Sell
29,319
-21
-0.1% -$3.09K 4.31% 4
2023
Q3 		$4.21M Sell
29,340
-115
-0.4% -$17.2K 4.25% 5
2023
Q2 		$4.38M Sell
29,455
-2,729
-8% -$383K 4.46% 4
2023
Q1 		$4.51M Sell
32,184
-279
-0.9% -$39.6K 4.74% 4
2022
Q4 		$4.31M Sell
32,463
-3,709
-10% -$503K 4.64% 5
2022
Q3 		$4.6M Sell
36,172
-175
-0.5% -$24.7K 5.16% 5
2022
Q2 		$4.76M Buy
36,347
+1,395
+4% +$203K 4.89% 5
2022
Q1 		$5.79M Buy
34,952
+587
+2% +$96.6K 5.47% 5
2021
Q4 		$6.28M Buy
+34,365
New +$6.46M 5.52% 4

Other funds holding VXF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Atlantic Private Wealth's VXF Position: Q3 2026 in Review

Atlantic Private Wealth increased its Vanguard Extended Market ETF (VXF) stake by 4.3% in Q3 2026, buying an estimated $295K and bringing the position to 29,749 shares worth $6.89M. The position accounts for 4.07% of the portfolio, ranked #4.

Atlantic Private Wealth first reported a position in VXF in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.02M in Q2 2026. 852 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Atlantic Private Wealth held 29,749 shares of Vanguard Extended Market ETF worth $6.89M as of Q3 2026.
  • Atlantic Private Wealth bought 1,225 Vanguard Extended Market ETF shares in Q3 2026, an estimated $295K.
  • Vanguard Extended Market ETF made up 4.07% of Atlantic Private Wealth's portfolio in Q3 2026, its #4 holding.
  • Atlantic Private Wealth first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 20 quarters since.
  • Atlantic Private Wealth's Vanguard Extended Market ETF position peaked at $7.02M in Q2 2026.
  • 852 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.