AWM
VXF icon

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

Avior 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 		$311K Buy
1,263
+2
+0.2% +$458 0.01% 650
2026
Q1 		$260K Sell
1,261
-44
-3% -$9.42K 0.01% 724
2025
Q4 		$273K Buy
1,305
+50
+4% +$10.5K 0.01% 640
2025
Q3 		$263K Buy
1,255
+49
+4% +$9.91K 0.01% 637
2025
Q2 		$232K Buy
1,206
+2
+0.2% +$355 0.01% 632
2025
Q1 		$207K Buy
1,204
+2
+0.2% +$378 0.01% 650
2024
Q4 		$228K Buy
1,202
+923
+331% +$178K 0.01% 664
2024
Q3 		$50.8K Buy
+279
New +$48.8K ﹤0.01% 1111
2024
Q2 		– Sell
-243
Closed -$42.6K – 3720
2024
Q1 		$42.6K Buy
+243
New +$40.3K ﹤0.01% 1289
2023
Q2 		– Sell
-52
Closed -$7.29K – 1681
2023
Q1 		$7.29K Buy
+52
New +$7.38K ﹤0.01% 1110
2022
Q3 		– Sell
-8
Closed -$1K – 1299
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1031
2022
Q1 		$1K Sell
8
-271
-97% -$44.6K ﹤0.01% 1070
2021
Q4 		$51K Buy
279
+247
+772% +$46.4K ﹤0.01% 590
2021
Q3 		$5K Sell
32
-13
-29% -$2.42K ﹤0.01% 858
2021
Q2 		$8K Buy
+45
New +$8.23K ﹤0.01% 783

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

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

Avior Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 0.16% in Q2 2026, buying an estimated $458 and bringing the position to 1,263 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #650.

Avior Wealth Management first reported a position in VXF in Q2 2021 and has held it in 15 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Avior Wealth Management held 1,263 shares of Vanguard Extended Market ETF worth $311K as of Q2 2026.
  • Avior Wealth Management bought 2 Vanguard Extended Market ETF shares in Q2 2026, an estimated $458.
  • Vanguard Extended Market ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #650 holding.
  • Avior Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2021 and has held it in 15 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.