BFG
VXF icon

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

Beacon Financial Group’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 		$246K Hold
1,000
– – 0.02% 342
2026
Q1 		$206K Hold
1,000
– – 0.02% 341
2025
Q4 		$209K Hold
1,000
– – 0.02% 336
2025
Q3 		$209K Buy
+1,000
New +$202K 0.02% 340

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

Beacon Financial Group's VXF Position: Q2 2026 in Review

Beacon Financial Group held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,000 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #342.

Beacon Financial Group first reported a position in VXF in Q3 2025 and has held it in 4 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Beacon Financial Group held 1,000 shares of Vanguard Extended Market ETF worth $246K as of Q2 2026.
  • Beacon Financial Group left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #342 holding.
  • Beacon Financial Group first reported a position in Vanguard Extended Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.