EFH
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Eaton Financial Holdings’s Vanguard Extended Market ETF VXF Stock Holding History

Eaton Financial Holdings’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 		$381K Sell
1,549
-527
-25% -$121K 0.1% 100
2026
Q1 		$427K Sell
2,076
-243
-10% -$52K 0.14% 95
2025
Q4 		$485K Buy
2,319
+7
+0.3% +$1.47K 0.13% 101
2025
Q3 		$484K Sell
2,312
-294
-11% -$59.5K 0.14% 95
2025
Q2 		$502K Buy
2,606
+7
+0.3% +$1.24K 0.15% 84
2025
Q1 		$448K Sell
2,599
-91
-3% -$17.2K 0.19% 48
2024
Q4 		$511K Sell
2,690
-158
-6% -$30.5K 0.2% 50
2024
Q3 		$518K Buy
+2,848
New +$498K 0.21% 50
2024
Q1 		$498K Buy
2,838
+7
+0.2% +$1.16K 0.26% 45
2023
Q4 		$465K Buy
2,831
+21
+0.7% +$3.09K 0.11% 130
2023
Q3 		$403K Buy
2,810
+7
+0.2% +$1.05K 0.11% 134
2023
Q2 		$417K Hold
2,803
– – 0.31% 41
2023
Q1 		$393K Buy
2,803
+9
+0.3% +$1.28K 0.31% 39
2022
Q4 		$371K Buy
+2,794
New +$379K 0.32% 48

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eaton Financial Holdings's VXF Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Vanguard Extended Market ETF (VXF) stake by 25% in Q2 2026, selling an estimated $121K and leaving 1,549 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #100.

Eaton Financial Holdings first reported a position in VXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $518K in Q3 2024. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Eaton Financial Holdings held 1,549 shares of Vanguard Extended Market ETF worth $381K as of Q2 2026.
  • Eaton Financial Holdings sold 527 Vanguard Extended Market ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Extended Market ETF made up 0.1% of Eaton Financial Holdings's portfolio in Q2 2026, its #100 holding.
  • Eaton Financial Holdings first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Eaton Financial Holdings's Vanguard Extended Market ETF position peaked at $518K in Q3 2024.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.