Beacon Financial Advisory
VXF icon

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
Q3 		$274K Buy
1,181
+2
+0.2% +$481 0.05% 357
2026
Q2 		$290K Sell
1,179
-87
-7% -$19.9K 0.06% 337
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% -$7.76K 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

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
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
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Beacon Financial Advisory's VXF Position: Q3 2026 in Review

Beacon Financial Advisory increased its Vanguard Extended Market ETF (VXF) stake by 0.17% in Q3 2026, buying an estimated $481 and bringing the position to 1,181 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #357.

Beacon Financial Advisory first reported a position in VXF in Q1 2021 and has held it in 21 quarters since. The position peaked at $471K in Q2 2021. 752 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Beacon Financial Advisory held 1,181 shares of Vanguard Extended Market ETF worth $274K as of Q3 2026.
  • Beacon Financial Advisory bought 2 Vanguard Extended Market ETF shares in Q3 2026, an estimated $481.
  • Vanguard Extended Market ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q3 2026, its #357 holding.
  • Beacon Financial Advisory first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Beacon Financial Advisory's Vanguard Extended Market ETF position peaked at $471K in Q2 2021.
  • 752 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.