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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cascade Financial Partners's VXF Position: Q1 2026 in Review

Cascade Financial Partners reduced its Vanguard Extended Market ETF (VXF) stake by 0.9% in Q1 2026, selling an estimated $12.2K and leaving 6,246 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #105.

Cascade Financial Partners first reported a position in VXF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q4 2024. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Cascade Financial Partners held 6,246 shares of Vanguard Extended Market ETF worth $1.29M as of Q1 2026.
Cascade Financial Partners sold 57 Vanguard Extended Market ETF shares in Q1 2026, an estimated $12.2K.
Vanguard Extended Market ETF made up 0.13% of Cascade Financial Partners's portfolio in Q1 2026, its #105 holding.
Cascade Financial Partners first reported a position in Vanguard Extended Market ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Vanguard Extended Market ETF position peaked at $1.44M in Q4 2024.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.