Cypress Financial Planning
VXF icon

Cypress Financial Planning’s Vanguard Extended Market ETF VXF Stock Holding History

Cypress Financial Planning’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 		$28.2M Buy
121,883
+1,174
+1% +$282K 7.56% 4
2026
Q2 		$29.7M Buy
120,709
+3,073
+3% +$704K 7.2% 6
2026
Q1 		$24.2M Buy
117,636
+4,976
+4% +$1.07M 6.68% 6
2025
Q4 		$23.8M Buy
112,660
+424
+0.4% +$89K 6.57% 6
2025
Q3 		$23.5M Sell
112,236
-1,341
-1% -$271K 7.16% 7
2025
Q2 		$21.9M Buy
113,577
+7,915
+7% +$1.41M 7.14% 7
2025
Q1 		$18.2M Buy
105,662
+7,242
+7% +$1.37M 6.5% 7
2024
Q4 		$18.7M Sell
98,420
-3,183
-3% -$614K 6.86% 7
2024
Q3 		$18.5M Buy
101,603
+5,912
+6% +$1.03M 6.84% 7
2024
Q2 		$16.2M Buy
95,691
+9,361
+11% +$1.58M 6.68% 6
2024
Q1 		$15.1M Buy
86,330
+28,562
+49% +$4.74M 6.92% 5
2023
Q4 		$9.16M Sell
57,768
-18,470
-24% -$2.71M 8.31% 4
2023
Q3 		$10.9M Buy
76,238
+6,209
+9% +$931K 6.24% 6
2023
Q2 		$10.5M Buy
70,029
+3,416
+5% +$479K 5.92% 6
2023
Q1 		$9.31M Buy
66,613
+5,109
+8% +$725K 5.67% 6
2022
Q4 		$8.12M Buy
61,504
+2,188
+4% +$296K 5.43% 6
2022
Q3 		$7.54M Buy
59,316
+3,190
+6% +$450K 5.35% 6
2022
Q2 		$7.36M Buy
+56,126
New +$8.17M 5.04% 6

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Cypress Financial Planning's VXF Position: Q3 2026 in Review

Cypress Financial Planning increased its Vanguard Extended Market ETF (VXF) stake by 0.97% in Q3 2026, buying an estimated $282K and bringing the position to 121,883 shares worth $28.2M. The position accounts for 7.56% of the portfolio, ranked #4.

Cypress Financial Planning first reported a position in VXF in Q2 2022 and has held it in 18 quarters since. The position peaked at $29.7M in Q2 2026. 967 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Cypress Financial Planning held 121,883 shares of Vanguard Extended Market ETF worth $28.2M as of Q3 2026.
  • Cypress Financial Planning bought 1,174 Vanguard Extended Market ETF shares in Q3 2026, an estimated $282K.
  • Vanguard Extended Market ETF made up 7.56% of Cypress Financial Planning's portfolio in Q3 2026, its #4 holding.
  • Cypress Financial Planning first reported a position in Vanguard Extended Market ETF in Q2 2022 and has held it in 18 quarters since.
  • Cypress Financial Planning's Vanguard Extended Market ETF position peaked at $29.7M in Q2 2026.
  • 967 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.