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Brio Consultants’s Vanguard Extended Market ETF VXF Stock Holding History

Brio Consultants’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 		$216K Buy
+941
New +$201K 0.03% 144
2025
Q1 		– Sell
-1,060
Closed -$201K – 124
2024
Q4 		$201K Buy
+1,060
New +$204K 0.03% 112
2023
Q3 		– Sell
-1,360
Closed -$202K – 100
2023
Q2 		$202K Sell
1,360
-354
-21% -$49.6K 0.04% 92
2023
Q1 		$240K Sell
1,714
-167
-9% -$23.7K 0.04% 84
2022
Q4 		$250K Buy
+1,881
New +$255K 0.05% 83
2022
Q2 		– Sell
-50,822
Closed -$8.42M – 98
2022
Q1 		$8.42M Buy
50,822
+294
+0.6% +$48.4K 1.8% 18
2021
Q4 		$9.24M Sell
50,528
-366
-0.7% -$68.8K 2.17% 15
2021
Q3 		$9.28M Buy
50,894
+1,833
+4% +$342K 2.25% 14
2021
Q2 		$9.25M Sell
49,061
-1,777
-3% -$325K 2.36% 13
2021
Q1 		$8.99M Buy
50,838
+445
+0.9% +$79.1K 2.65% 12
2020
Q4 		$8.3M Sell
50,393
-10,861
-18% -$1.61M 2.68% 11
2020
Q3 		$7.95M Buy
61,254
+1,063
+2% +$135K 2.4% 12
2020
Q2 		$7.12M Buy
60,191
+1,069
+2% +$115K 2.38% 13
2020
Q1 		$5.35M Buy
59,122
+3,155
+6% +$367K 2.14% 14
2019
Q4 		$7.05M Buy
55,967
+2,707
+5% +$327K 2.37% 13
2019
Q3 		$6.2M Buy
53,260
+3,656
+7% +$430K 2.32% 13
2019
Q2 		$5.88M Buy
49,604
+2,177
+5% +$254K 2.36% 14
2019
Q1 		$5.48M Buy
47,427
+5,294
+13% +$594K 2.43% 14
2018
Q4 		$4.21M Buy
+42,133
New +$4.62M 2.16% 12

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

Brio Consultants's VXF Position: Q1 2026 in Review

Brio Consultants opened a new position in Vanguard Extended Market ETF (VXF) in Q1 2026: 941 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings. This is a return to the name: Brio Consultants previously reported a position in VXF as recently as Q4 2024.

Brio Consultants first reported a position in VXF in Q4 2018 and has held it in 19 quarters since. The position peaked at $9.28M in Q3 2021. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Brio Consultants held 941 shares of Vanguard Extended Market ETF worth $216K as of Q1 2026.
  • Vanguard Extended Market ETF was a new Brio Consultants position in Q1 2026.
  • Vanguard Extended Market ETF made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #144 holding.
  • Brio Consultants first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 19 quarters since.
  • Brio Consultants's Vanguard Extended Market ETF position peaked at $9.28M in Q3 2021.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.