Cascade Financial Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Cascade Financial 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	$1.53M	Sell	6,213 -33	-0.5%	-$7.56K	0.13%	99
2026 Q1	$1.29M	Sell	6,246 -57	-0.9%	-$12.2K	0.13%	105
2025 Q4	$1.32M	Sell	6,303 -31	-0.5%	-$6.51K	0.13%	103
2025 Q3	$1.33M	Sell	6,334 -388	-6%	-$78.5K	0.15%	97
2025 Q2	$1.3M	Sell	6,722 -863	-11%	-$153K	0.16%	97
2025 Q1	$1.31M	Buy	7,585 +18	+0.2%	+$3.41K	0.16%	94
2024 Q4	$1.44M	Buy	7,567 +203	+3%	+$39.1K	0.19%	81
2024 Q3	$1.36M	Sell	7,364 -61	-0.8%	-$10.7K	0.17%	85
2024 Q2	$1.25M	Buy	7,425 +245	+3%	+$41.3K	0.16%	83
2024 Q1	$1.2M	Buy	+7,180	New	+$1.19M	0.17%	87

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cascade Financial Partners's VXF Position: Q2 2026 in Review

Cascade Financial Partners reduced its Vanguard Extended Market ETF (VXF) stake by 0.53% in Q2 2026, selling an estimated $7.56K and leaving 6,213 shares worth $1.53M. The position accounts for 0.13% of the portfolio, ranked #99.

Cascade Financial Partners first reported a position in VXF in Q1 2024 and has held it in 10 quarters since. 1,072 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Cascade Financial Partners held 6,213 shares of Vanguard Extended Market ETF worth $1.53M as of Q2 2026.
Cascade Financial Partners sold 33 Vanguard Extended Market ETF shares in Q2 2026, an estimated $7.56K.
Vanguard Extended Market ETF made up 0.13% of Cascade Financial Partners's portfolio in Q2 2026, its #99 holding.
Cascade Financial Partners first reported a position in Vanguard Extended Market ETF in Q1 2024 and has held it in 10 quarters since.
1,072 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.