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Beacon Financial Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

Beacon Financial Advisory’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
Q1 		$261K Buy
1,266
+71
+6% +$15.2K 0.06% 334
2025
Q4 		$250K Sell
1,195
-216
-15% -$45.4K 0.06% 328
2025
Q3 		$295K Hold
1,411
– – 0.07% 297
2025
Q2 		$272K Sell
1,411
-66
-4% -$11.7K 0.07% 285
2025
Q1 		$254K Sell
1,477
-460
-24% -$87K 0.08% 274
2024
Q4 		$368K Sell
1,937
-142
-7% -$27.4K 0.12% 194
2024
Q3 		$378K Sell
2,079
-72
-3% -$12.6K 0.13% 187
2024
Q2 		$363K Buy
2,151
+106
+5% +$17.9K 0.14% 185
2024
Q1 		$358K Buy
2,045
+4
+0.2% +$664 0.17% 157
2023
Q4 		$336K Buy
2,041
+1
+0% +$147 0.16% 166
2023
Q3 		$292K Buy
+2,040
New +$306K 0.16% 173
2023
Q1 		– Sell
-2,205
Closed -$293K – 214
2022
Q4 		$293K Sell
2,205
-356
-14% -$48.2K 0.21% 145
2022
Q3 		$325K Sell
2,561
-55
-2% -$7.75K 0.23% 135
2022
Q2 		$343K Sell
2,616
-44
-2% -$6.4K 0.2% 148
2022
Q1 		$441K Buy
2,660
+156
+6% +$25.7K 0.21% 135
2021
Q4 		$458K Hold
2,504
– – 0.21% 137
2021
Q3 		$457K Buy
2,504
+9
+0.4% +$1.68K 0.24% 133
2021
Q2 		$471K Sell
2,495
-57
-2% -$10.4K 0.25% 127
2021
Q1 		$451K Buy
+2,552
New +$453K 0.26% 125

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Financial Advisory's VXF Position: Q1 2026 in Review

Beacon Financial Advisory increased its Vanguard Extended Market ETF (VXF) stake by 5.9% in Q1 2026, buying an estimated $15.2K and bringing the position to 1,266 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #334.

Beacon Financial Advisory first reported a position in VXF in Q1 2021 and has held it in 19 quarters since. The position peaked at $471K in Q2 2021. 1,004 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Beacon Financial Advisory held 1,266 shares of Vanguard Extended Market ETF worth $261K as of Q1 2026.
  • Beacon Financial Advisory bought 71 Vanguard Extended Market ETF shares in Q1 2026, an estimated $15.2K.
  • Vanguard Extended Market ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #334 holding.
  • Beacon Financial Advisory first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 19 quarters since.
  • Beacon Financial Advisory's Vanguard Extended Market ETF position peaked at $471K in Q2 2021.
  • 1,004 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.