Concord Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Concord Wealth 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 Q3	$43.5K	Sell	188 -217	-54%	-$52.2K	0.01%	370
2026 Q2	$100K	Buy	+405	New	+$92.8K	0.01%	289
2025 Q4	–	Sell	-338	Closed	-$70.8K	–	897
2025 Q3	$70.8K	Buy	338 +1	+0.3%	+$202	0.01%	294
2025 Q2	$65K	Hold	337	–	–	0.01%	313
2025 Q1	$58K	Buy	337 +1	+0.3%	+$189	0.01%	300
2024 Q4	$63.9K	Buy	336 +1	+0.3%	+$193	0.01%	296
2024 Q3	$61K	Hold	335	–	–	0.01%	309
2024 Q2	$56.5K	Hold	335	–	–	0.01%	294
2024 Q1	$58.6K	Buy	+335	New	+$55.6K	0.01%	327
2021 Q2	–	Sell	-10	Closed	-$2K	–	1112
2021 Q1	$2K	Buy	+10	New	+$1.78K	﹤0.01%	859

Other funds holding VXF

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Concord Wealth Partners's VXF Position: Q3 2026 in Review

Concord Wealth Partners reduced its Vanguard Extended Market ETF (VXF) stake by 54% in Q3 2026, selling an estimated $52.2K and leaving 188 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #370.

Concord Wealth Partners first reported a position in VXF in Q1 2021 and has held it in 10 quarters since. The position peaked at $100K in Q2 2026. 651 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

Concord Wealth Partners held 188 shares of Vanguard Extended Market ETF worth $43.5K as of Q3 2026.
Concord Wealth Partners sold 217 Vanguard Extended Market ETF shares in Q3 2026, an estimated $52.2K.
Vanguard Extended Market ETF made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #370 holding.
Concord Wealth Partners first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 10 quarters since.
Concord Wealth Partners's Vanguard Extended Market ETF position peaked at $100K in Q2 2026.
651 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.