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

Bleakley 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 		$12.9M Buy
52,502
+10,058
+24% +$2.3M 0.16% 103
2026
Q1 		$8.73M Buy
42,444
+5,108
+14% +$1.09M 0.14% 124
2025
Q4 		$7.81M Buy
+37,336
New +$7.84M 0.14% 124
2025
Q1 		– Sell
-4,658
Closed -$885K – 1010
2024
Q4 		$885K Buy
4,658
+34
+0.7% +$6.55K 0.03% 451
2024
Q3 		$841K Buy
4,624
+346
+8% +$60.5K 0.03% 441
2024
Q2 		$722K Buy
4,278
+62
+1% +$10.5K 0.02% 496
2024
Q1 		$739K Buy
4,216
+1,335
+46% +$222K 0.02% 506
2023
Q4 		$474K Sell
2,881
-179
-6% -$26.3K 0.02% 603
2023
Q3 		$439K Sell
3,060
-435
-12% -$65.2K 0.02% 574
2023
Q2 		$520K Buy
3,495
+64
+2% +$8.98K 0.02% 570
2023
Q1 		$481K Sell
3,431
-6,279
-65% -$891K 0.02% 579
2022
Q4 		$1.29M Buy
+9,710
New +$1.32M 0.05% 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

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

Bleakley Financial Group increased its Vanguard Extended Market ETF (VXF) stake by 24% in Q2 2026, buying an estimated $2.3M and bringing the position to 52,502 shares worth $12.9M. The position accounts for 0.16% of the portfolio, ranked #103.

Bleakley Financial Group first reported a position in VXF in Q4 2022 and has held it in 12 quarters since. 1,069 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Bleakley Financial Group held 52,502 shares of Vanguard Extended Market ETF worth $12.9M as of Q2 2026.
  • Bleakley Financial Group bought 10,058 Vanguard Extended Market ETF shares in Q2 2026, an estimated $2.3M.
  • Vanguard Extended Market ETF made up 0.16% of Bleakley Financial Group's portfolio in Q2 2026, its #103 holding.
  • Bleakley Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 12 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.