BFG
VXF icon

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

Berger 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
Q1 		$279K Buy
1,358
+7
+0.5% +$1.5K 0.02% 385
2025
Q4 		$283K Hold
1,351
– – 0.02% 386
2025
Q3 		$283K Hold
1,351
– – 0.02% 364
2025
Q2 		$260K Sell
1,351
-45
-3% -$7.99K 0.02% 360
2025
Q1 		$240K Buy
1,396
+13
+0.9% +$2.46K 0.02% 375
2024
Q4 		$263K Hold
1,383
– – 0.02% 345
2024
Q3 		$252K Hold
1,383
– – 0.02% 342
2024
Q2 		$233K Sell
1,383
-206
-13% -$34.8K 0.02% 333
2024
Q1 		$279K Hold
1,589
– – 0.02% 290
2023
Q4 		$261K Sell
1,589
-120
-7% -$17.6K 0.03% 256
2023
Q3 		$245K Sell
1,709
-4
-0.2% -$600 0.03% 243
2023
Q2 		$255K Sell
1,713
-17
-1% -$2.38K 0.03% 242
2023
Q1 		$243K Sell
1,730
-111
-6% -$15.8K 0.03% 238
2022
Q4 		$245K Sell
1,841
-336
-15% -$45.5K 0.03% 227
2022
Q3 		$277K Sell
2,177
-387
-15% -$54.6K 0.04% 193
2022
Q2 		$336K Sell
2,564
-308
-11% -$44.8K 0.05% 171
2022
Q1 		$476K Buy
2,872
+132
+5% +$21.7K 0.06% 153
2021
Q4 		$501K Sell
2,740
-232
-8% -$43.6K 0.07% 151
2021
Q3 		$542K Sell
2,972
-93
-3% -$17.4K 0.1% 110
2021
Q2 		$578K Buy
3,065
+54
+2% +$9.87K 0.1% 106
2021
Q1 		$533K Buy
3,011
+307
+11% +$54.5K 0.12% 103
2020
Q4 		$445K Buy
+2,704
New +$401K 0.08% 133

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 $49B AUM 17.78% 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

Berger Financial Group's VXF Position: Q1 2026 in Review

Berger Financial Group increased its Vanguard Extended Market ETF (VXF) stake by 0.52% in Q1 2026, buying an estimated $1.5K and bringing the position to 1,358 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #385.

Berger Financial Group first reported a position in VXF in Q4 2020 and has held it in 22 quarters since. The position peaked at $578K in Q2 2021. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Berger Financial Group held 1,358 shares of Vanguard Extended Market ETF worth $279K as of Q1 2026.
  • Berger Financial Group bought 7 Vanguard Extended Market ETF shares in Q1 2026, an estimated $1.5K.
  • Vanguard Extended Market ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #385 holding.
  • Berger Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Vanguard Extended Market ETF position peaked at $578K in Q2 2021.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.