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Burkett Financial Services’s Vanguard Extended Market ETF VXF Stock Holding History

Burkett Financial Services’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 		– Sell
-8
Closed -$1.65K – 281
2026
Q1 		$1.65K Hold
8
– – ﹤0.01% 225
2025
Q4 		$1.67K Buy
+8
New +$1.68K ﹤0.01% 212

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Bank of America
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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
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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

Burkett Financial Services's VXF Position: Q2 2026 in Review

Burkett Financial Services sold out of Vanguard Extended Market ETF (VXF) in Q2 2026, closing a stake of 8 shares — an estimated $1.65K sold.

Burkett Financial Services first reported a position in VXF in Q4 2025 and held it in 2 quarters. The position peaked at $1.67K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Burkett Financial Services reported no remaining Vanguard Extended Market ETF position as of Q2 2026 after selling out during the quarter.
  • Burkett Financial Services sold 8 Vanguard Extended Market ETF shares in Q2 2026, an estimated $1.65K.
  • Burkett Financial Services first reported a position in Vanguard Extended Market ETF in Q4 2025 and held it in 2 quarters.
  • Burkett Financial Services's Vanguard Extended Market ETF position peaked at $1.67K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.