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BSW Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

BSW Wealth Partners’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 		$593K Hold
2,410
– – 0.07% 166
2026
Q1 		$496K Hold
2,410
– – 0.06% 176
2025
Q4 		$504K Hold
2,410
– – 0.06% 179
2025
Q3 		$505K Hold
2,410
– – 0.06% 174
2025
Q2 		$464K Sell
2,410
-369
-13% -$65.5K 0.06% 174
2025
Q1 		$479K Sell
2,779
-75
-3% -$14.2K 0.07% 159
2024
Q4 		$542K Buy
2,854
+128
+5% +$24.7K 0.08% 145
2024
Q3 		$496K Buy
2,726
+503
+23% +$87.9K 0.07% 154
2024
Q2 		$375K Buy
2,223
+75
+3% +$12.7K 0.06% 172
2024
Q1 		$376K Buy
+2,148
New +$357K 0.06% 177

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BSW Wealth Partners's VXF Position: Q2 2026 in Review

BSW Wealth Partners held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 2,410 shares worth $593K. The position accounts for 0.07% of the portfolio, ranked #166.

BSW Wealth Partners first reported a position in VXF in Q1 2024 and has held it in 10 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • BSW Wealth Partners held 2,410 shares of Vanguard Extended Market ETF worth $593K as of Q2 2026.
  • BSW Wealth Partners left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #166 holding.
  • BSW Wealth Partners first reported a position in Vanguard Extended Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.