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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bleakley Financial Group increased its Vanguard Extended Market ETF (VXF) stake by 14% in Q1 2026, buying an estimated $1.09M and bringing the position to 42,444 shares worth $8.73M. The position accounts for 0.14% of the portfolio, ranked #124.

Bleakley Financial Group first reported a position in VXF in Q4 2022 and has held it in 11 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Bleakley Financial Group held 42,444 shares of Vanguard Extended Market ETF worth $8.73M as of Q1 2026.
Bleakley Financial Group bought 5,108 Vanguard Extended Market ETF shares in Q1 2026, an estimated $1.09M.
Vanguard Extended Market ETF made up 0.14% of Bleakley Financial Group's portfolio in Q1 2026, its #124 holding.
Bleakley Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 11 quarters since.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.