Broadview Financial Management’s Vanguard Extended Market ETF VXF Stock Holding History

Broadview Financial 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	$269K	Sell	1,092 -51	-4%	-$11.7K	0.16%	38
2026 Q1	$235K	Sell	1,143 -50	-4%	-$10.7K	0.16%	38
2025 Q4	$250K	Hold	1,193	–	–	0.17%	38
2025 Q3	$250K	Buy	1,193 +3	+0.3%	+$607	0.17%	38
2025 Q2	$229K	Buy	1,190 +3	+0.3%	+$533	0.16%	39
2025 Q1	$204K	Sell	1,187 -95	-7%	-$18K	0.15%	39
2024 Q4	$244K	Sell	1,282 -12	-0.9%	-$2.31K	0.17%	39
2024 Q3	$236K	Buy	1,294 +4	+0.3%	+$699	0.16%	40
2024 Q2	$218K	Buy	1,290 +118	+10%	+$19.9K	0.16%	39
2024 Q1	$205K	Buy	+1,172	New	+$195K	0.15%	40

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

Broadview Financial Management's VXF Position: Q2 2026 in Review

Broadview Financial Management reduced its Vanguard Extended Market ETF (VXF) stake by 4.5% in Q2 2026, selling an estimated $11.7K and leaving 1,092 shares worth $269K. The position accounts for 0.16% of the portfolio, ranked #38.

Broadview Financial Management first reported a position in VXF in Q1 2024 and has held it in 10 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Broadview Financial Management held 1,092 shares of Vanguard Extended Market ETF worth $269K as of Q2 2026.
Broadview Financial Management sold 51 Vanguard Extended Market ETF shares in Q2 2026, an estimated $11.7K.
Vanguard Extended Market ETF made up 0.16% of Broadview Financial Management's portfolio in Q2 2026, its #38 holding.
Broadview Financial Management first reported a position in Vanguard Extended Market ETF in Q1 2024 and has held it in 10 quarters since.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.