Embree Financial Group
VXF icon

Embree Financial Group’s Vanguard Extended Market ETF VXF Stock Holding History

Embree Financial Group’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 		$618K Buy
2,667
+566
+27% +$136K 0.06% 155
2026
Q2 		$517K Buy
2,101
+3
+0.1% +$687 0.05% 166
2026
Q1 		$432K Buy
+2,098
New +$449K 0.05% 168
2024
Q1 		– Sell
-2,245
Closed -$369K – 202
2023
Q4 		$369K Buy
+2,245
New +$330K 0.08% 131

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Act Wealth Management
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HCR Wealth Advisors
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Blue Trust Inc
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Moody National Bank Trust Division
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Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Embree Financial Group's VXF Position: Q3 2026 in Review

Embree Financial Group increased its Vanguard Extended Market ETF (VXF) stake by 27% in Q3 2026, buying an estimated $136K and bringing the position to 2,667 shares worth $618K. The position accounts for 0.06% of the portfolio, ranked #155.

Embree Financial Group first reported a position in VXF in Q4 2023 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Embree Financial Group held 2,667 shares of Vanguard Extended Market ETF worth $618K as of Q3 2026.
  • Embree Financial Group bought 566 Vanguard Extended Market ETF shares in Q3 2026, an estimated $136K.
  • Vanguard Extended Market ETF made up 0.06% of Embree Financial Group's portfolio in Q3 2026, its #155 holding.
  • Embree Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.