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
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

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

Capital Advisors Wealth Management's VXF Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 12% in Q2 2026, buying an estimated $117K and bringing the position to 4,838 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #91.

Capital Advisors Wealth Management first reported a position in VXF in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.7M in Q4 2021. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Capital Advisors Wealth Management held 4,838 shares of Vanguard Extended Market ETF worth $1.19M as of Q2 2026.
  • Capital Advisors Wealth Management bought 512 Vanguard Extended Market ETF shares in Q2 2026, an estimated $117K.
  • Vanguard Extended Market ETF made up 0.14% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's Vanguard Extended Market ETF position peaked at $11.7M in Q4 2021.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.