BWA
VXF icon

Bestgate Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Bestgate Wealth 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
Q1 		$2.74M Buy
13,307
+3,885
+41% +$832K 4.94% 6
2025
Q4 		$1.97M Buy
9,422
+22
+0.2% +$4.62K 3.46% 8
2025
Q3 		$1.97M Buy
9,400
+673
+8% +$136K 3.47% 8
2025
Q2 		$1.5M Hold
8,727
– – 3.12% 8
2025
Q1 		$1.5M Buy
8,727
+2,837
+48% +$537K 3.12% 8
2024
Q4 		$1.12M Buy
+5,890
New +$1.14M 2.25% 11

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

Bestgate Wealth Advisors's VXF Position: Q1 2026 in Review

Bestgate Wealth Advisors increased its Vanguard Extended Market ETF (VXF) stake by 41% in Q1 2026, buying an estimated $832K and bringing the position to 13,307 shares worth $2.74M. The position accounts for 4.94% of the portfolio, ranked #6.

Bestgate Wealth Advisors first reported a position in VXF in Q4 2024 and has held it in 6 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Bestgate Wealth Advisors held 13,307 shares of Vanguard Extended Market ETF worth $2.74M as of Q1 2026.
  • Bestgate Wealth Advisors bought 3,885 Vanguard Extended Market ETF shares in Q1 2026, an estimated $832K.
  • Vanguard Extended Market ETF made up 4.94% of Bestgate Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Bestgate Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.