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Beaumont Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Beaumont Financial Advisors’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 		$916K Hold
3,719
– – 0.06% 178
2026
Q1 		$765K Sell
3,719
-30
-0.8% -$6.42K 0.05% 191
2025
Q4 		$784K Sell
3,749
-22
-0.6% -$4.62K 0.05% 181
2025
Q3 		$789K Sell
3,771
-26
-0.7% -$5.26K 0.05% 183
2025
Q2 		$732K Hold
3,797
– – 0.05% 184
2025
Q1 		$654K Hold
3,797
– – 0.05% 192
2024
Q4 		$721K Hold
3,797
– – 0.05% 179
2024
Q3 		$691K Sell
3,797
-88
-2% -$15.4K 0.05% 178
2024
Q2 		$656K Hold
3,885
– – 0.05% 184
2024
Q1 		$681K Hold
3,885
– – 0.06% 178
2023
Q4 		$639K Sell
3,885
-77
-2% -$11.3K 0.06% 173
2023
Q3 		$568K Sell
3,962
-68,316
-95% -$10.2M 0.06% 168
2023
Q2 		$10.8M Buy
72,278
+68,343
+1,737% +$9.59M 0.99% 32
2023
Q1 		$552K Hold
3,935
– – 0.06% 160
2022
Q4 		$523K Sell
3,935
-965
-20% -$131K 0.05% 172
2022
Q3 		$623K Buy
+4,900
New +$691K 0.06% 154
2022
Q1 		– Sell
-1,111
Closed -$203K – 388
2021
Q4 		$203K Sell
1,111
-117
-10% -$22K 0.01% 344
2021
Q3 		$224K Sell
1,228
-55,094
-98% -$10.3M 0.02% 327
2021
Q2 		$10.6M Buy
56,322
+13,892
+33% +$2.54M 0.81% 39
2021
Q1 		$7.51M Sell
42,430
-6,661
-14% -$1.18M 0.64% 49
2020
Q4 		$8.08M Buy
+49,091
New +$7.28M 0.72% 46

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

Beaumont Financial Advisors's VXF Position: Q2 2026 in Review

Beaumont Financial Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 3,719 shares worth $916K. The position accounts for 0.06% of the portfolio, ranked #178.

Beaumont Financial Advisors first reported a position in VXF in Q4 2020 and has held it in 21 quarters since. The position peaked at $10.8M in Q2 2023. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Beaumont Financial Advisors held 3,719 shares of Vanguard Extended Market ETF worth $916K as of Q2 2026.
  • Beaumont Financial Advisors left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up 0.06% of Beaumont Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • Beaumont Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 21 quarters since.
  • Beaumont Financial Advisors's Vanguard Extended Market ETF position peaked at $10.8M in Q2 2023.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.