CAWM
VXF icon

Capital Advisors Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Capital Advisors Wealth 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
Q3 		$1.27M Buy
5,503
+665
+14% +$160K 0.14% 86
2026
Q2 		$1.19M Buy
4,838
+512
+12% +$117K 0.14% 91
2026
Q1 		$890K Buy
4,326
+476
+12% +$102K 0.12% 93
2025
Q4 		$805K Buy
3,850
+903
+31% +$190K 0.11% 100
2025
Q3 		$617K Buy
2,947
+1,038
+54% +$210K 0.09% 110
2025
Q2 		$368K Sell
1,909
-427
-18% -$75.8K 0.06% 135
2025
Q1 		$402K Buy
2,336
+3
+0.1% +$568 0.07% 120
2024
Q4 		$443K Buy
2,333
+30
+1% +$5.78K 0.08% 105
2024
Q3 		$419K Buy
2,303
+162
+8% +$28.3K 0.08% 105
2024
Q2 		$361K Sell
2,141
-54
-2% -$9.11K 0.07% 108
2024
Q1 		$385K Sell
2,195
-844
-28% -$140K 0.08% 100
2023
Q4 		$500K Buy
3,039
+5
+0.2% +$735 0.11% 82
2023
Q3 		$435K Sell
3,034
-554
-15% -$83.1K 0.11% 85
2023
Q2 		$534K Buy
3,588
+100
+3% +$14K 0.14% 78
2023
Q1 		$489K Buy
3,488
+872
+33% +$124K 0.14% 77
2022
Q4 		$348K Sell
2,616
-874
-25% -$118K 0.11% 89
2022
Q3 		$444K Sell
3,490
-1,488
-30% -$210K 0.15% 74
2022
Q2 		$653K Sell
4,978
-6,156
-55% -$896K 0.21% 54
2022
Q1 		$1.84M Sell
11,134
-53,028
-83% -$8.73M 0.56% 38
2021
Q4 		$11.7M Buy
64,162
+2,563
+4% +$482K 3.56% 8
2021
Q3 		$11.2M Sell
61,599
-399
-0.6% -$74.4K 3.98% 8
2021
Q2 		$11.7M Buy
61,998
+2,256
+4% +$412K 4.33% 8
2021
Q1 		$10.6M Buy
+59,742
New +$10.6M 4.56% 6

Other funds holding VXF

AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Capital Advisors Wealth Management's VXF Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 14% in Q3 2026, buying an estimated $160K and bringing the position to 5,503 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #86.

Capital Advisors Wealth Management first reported a position in VXF in Q1 2021 and has held it in 23 quarters since. The position peaked at $11.7M in Q4 2021. 60 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Capital Advisors Wealth Management held 5,503 shares of Vanguard Extended Market ETF worth $1.27M as of Q3 2026.
  • Capital Advisors Wealth Management bought 665 Vanguard Extended Market ETF shares in Q3 2026, an estimated $160K.
  • Vanguard Extended Market ETF made up 0.14% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's Vanguard Extended Market ETF position peaked at $11.7M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.