Diversify Advisory Services’s Vanguard Extended Market ETF VXF Stock Holding History

Diversify Advisory Services’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	–	Sell	-1,037	Closed	-$229K	–	860
2025 Q4	$229K	Buy	1,037 +58	+6%	+$12.2K	0.01%	827
2025 Q3	$207K	Buy	+979	New	+$198K	0.01%	840
2024 Q4	–	Sell	-3,443	Closed	-$636K	–	692
2024 Q3	$636K	Buy	3,443 +129	+4%	+$22.6K	0.03%	338
2024 Q2	$556K	Buy	+3,314	New	+$559K	0.03%	362

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

Diversify Advisory Services's VXF Position: Q1 2026 in Review

Diversify Advisory Services sold out of Vanguard Extended Market ETF (VXF) in Q1 2026, closing a stake of 1,037 shares — an estimated $229K sold.

Diversify Advisory Services first reported a position in VXF in Q2 2024 and held it in 4 quarters. The position peaked at $636K in Q3 2024. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Diversify Advisory Services reported no remaining Vanguard Extended Market ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 1,037 Vanguard Extended Market ETF shares in Q1 2026, an estimated $229K.
Diversify Advisory Services first reported a position in Vanguard Extended Market ETF in Q2 2024 and held it in 4 quarters.
Diversify Advisory Services's Vanguard Extended Market ETF position peaked at $636K in Q3 2024.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.