AWE
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Avidian Wealth Enterprises’s Vanguard Extended Market ETF VXF Stock Holding History

Avidian Wealth Enterprises’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 		$929K Buy
3,772
+121
+3% +$27.7K 0.03% 339
2026
Q1 		$751K Buy
+3,651
New +$781K 0.02% 348

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

Avidian Wealth Enterprises's VXF Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Extended Market ETF (VXF) stake by 3.3% in Q2 2026, buying an estimated $27.7K and bringing the position to 3,772 shares worth $929K. The position accounts for 0.03% of the portfolio, ranked #339.

Avidian Wealth Enterprises first reported a position in VXF in Q1 2026 and has held it in 2 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Avidian Wealth Enterprises held 3,772 shares of Vanguard Extended Market ETF worth $929K as of Q2 2026.
  • Avidian Wealth Enterprises bought 121 Vanguard Extended Market ETF shares in Q2 2026, an estimated $27.7K.
  • Vanguard Extended Market ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #339 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Extended Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.