BCR Wealth Strategies’s Vanguard Extended Market ETF VXF Stock Holding History

BCR Wealth Strategies’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	$892K	Hold	3,624	–	–	0.25%	16
2026 Q1	$745K	Sell	3,624 -95	-3%	-$20.3K	0.23%	18
2025 Q4	$777K	Sell	3,719 -216	-5%	-$45.4K	0.26%	16
2025 Q3	$823K	Hold	3,935	–	–	0.29%	13
2025 Q2	$758K	Hold	3,935	–	–	0.29%	13
2025 Q1	$677K	Sell	3,935 -797	-17%	-$151K	0.3%	13
2024 Q4	$898K	Sell	4,732 -18	-0.4%	-$3.47K	0.42%	12
2024 Q3	$864K	Hold	4,750	–	–	0.41%	13
2024 Q2	$801K	Hold	4,750	–	–	0.52%	11
2024 Q1	$833K	Sell	4,750 -82	-2%	-$13.6K	0.56%	12
2023 Q4	$794K	Hold	4,832	–	–	0.57%	11
2023 Q3	$692K	Hold	4,832	–	–	0.55%	12
2023 Q2	$719K	Sell	4,832 -244	-5%	-$34.2K	0.56%	12
2023 Q1	$711K	Hold	5,076	–	–	0.57%	10
2022 Q4	$674K	Hold	5,076	–	–	0.58%	10
2022 Q3	$645K	Hold	5,076	–	–	0.66%	10
2022 Q2	$665K	Hold	5,076	–	–	0.69%	9
2022 Q1	$841K	Hold	5,076	–	–	0.8%	8
2021 Q4	$928K	Buy	+5,076	New	+$955K	0.88%	9

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCR Wealth Strategies's VXF Position: Q2 2026 in Review

BCR Wealth Strategies held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 3,624 shares worth $892K. The position accounts for 0.25% of the portfolio, ranked #16.

BCR Wealth Strategies first reported a position in VXF in Q4 2021 and has held it in 19 quarters since. The position peaked at $928K in Q4 2021. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

BCR Wealth Strategies held 3,624 shares of Vanguard Extended Market ETF worth $892K as of Q2 2026.
BCR Wealth Strategies left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.25% of BCR Wealth Strategies's portfolio in Q2 2026, its #16 holding.
BCR Wealth Strategies first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 19 quarters since.
BCR Wealth Strategies's Vanguard Extended Market ETF position peaked at $928K in Q4 2021.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.