CA
VXF icon

Claro Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Claro Advisors’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 		$474K Buy
2,301
+857
+59% +$183K 0.06% 250
2025
Q4 		$302K Hold
1,444
– – 0.04% 326
2025
Q3 		$302K Hold
1,444
– – 0.04% 312
2025
Q2 		$278K Buy
1,444
+150
+12% +$26.6K 0.05% 309
2025
Q1 		$223K Hold
1,294
– – 0.03% 451
2024
Q4 		$246K Hold
1,294
– – 0.03% 408
2024
Q3 		$235K Buy
+1,294
New +$226K 0.03% 442

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Claro Advisors's VXF Position: Q1 2026 in Review

Claro Advisors increased its Vanguard Extended Market ETF (VXF) stake by 59% in Q1 2026, buying an estimated $183K and bringing the position to 2,301 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #250.

Claro Advisors first reported a position in VXF in Q3 2024 and has held it in 7 quarters since. 1,003 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Claro Advisors held 2,301 shares of Vanguard Extended Market ETF worth $474K as of Q1 2026.
  • Claro Advisors bought 857 Vanguard Extended Market ETF shares in Q1 2026, an estimated $183K.
  • Vanguard Extended Market ETF made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #250 holding.
  • Claro Advisors first reported a position in Vanguard Extended Market ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.