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 Q2	$99.8K	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

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

Concord Wealth Partners's VXF Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 405 shares worth $99.8K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VXF as recently as Q3 2025.

Concord Wealth Partners first reported a position in VXF in Q1 2021 and has held it in 9 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Concord Wealth Partners held 405 shares of Vanguard Extended Market ETF worth $99.8K as of Q2 2026.
Vanguard Extended Market ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Extended Market ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #289 holding.
Concord Wealth Partners first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 9 quarters since.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.