Blue Bell Private Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Blue Bell Private Wealth Management’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	$1.23K	Hold	5	–	–	﹤0.01%	680
2026 Q1	$1.03K	Hold	5	–	–	﹤0.01%	678
2025 Q4	$1.05K	Hold	5	–	–	﹤0.01%	672
2025 Q3	$1.05K	Hold	5	–	–	﹤0.01%	675
2025 Q2	$964	Hold	5	–	–	﹤0.01%	676
2025 Q1	$861	Hold	5	–	–	﹤0.01%	676
2024 Q4	$950	Buy	5 +2	+67%	+$386	﹤0.01%	630
2024 Q3	$546	Hold	3	–	–	﹤0.01%	669
2024 Q2	$506	Hold	3	–	–	﹤0.01%	695
2024 Q1	$526	Sell	3 -32	-91%	-$5.31K	﹤0.01%	705
2023 Q4	$5.75K	Hold	35	–	–	﹤0.01%	552
2023 Q3	$5.02K	Buy	35 +3	+9%	+$450	﹤0.01%	499
2023 Q2	$4.76K	Hold	32	–	–	﹤0.01%	506
2023 Q1	$4.49K	Buy	+32	New	+$4.54K	﹤0.01%	477

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Bell Private Wealth Management's VXF Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 5 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Blue Bell Private Wealth Management first reported a position in VXF in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.75K in Q4 2023. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Blue Bell Private Wealth Management held 5 shares of Vanguard Extended Market ETF worth $1.23K as of Q2 2026.
Blue Bell Private Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #680 holding.
Blue Bell Private Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2023 and has held it in 14 quarters since.
Blue Bell Private Wealth Management's Vanguard Extended Market ETF position peaked at $5.75K in Q4 2023.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.