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 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

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

Broadview Financial Management's VXF Position: Q1 2026 in Review

Broadview Financial Management reduced its Vanguard Extended Market ETF (VXF) stake by 4.2% in Q1 2026, selling an estimated $10.7K and leaving 1,143 shares worth $235K. 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 9 quarters since. The position peaked at $250K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Broadview Financial Management held 1,143 shares of Vanguard Extended Market ETF worth $235K as of Q1 2026.
Broadview Financial Management sold 50 Vanguard Extended Market ETF shares in Q1 2026, an estimated $10.7K.
Vanguard Extended Market ETF made up 0.16% of Broadview Financial Management's portfolio in Q1 2026, its #38 holding.
Broadview Financial Management first reported a position in Vanguard Extended Market ETF in Q1 2024 and has held it in 9 quarters since.
Broadview Financial Management's Vanguard Extended Market ETF position peaked at $250K in Q3 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

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