Emergent Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Emergent Wealth Advisors’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	$2.38M	Sell	9,998 -38	-0.4%	-$8.71K	1.24%	18
2026 Q1	$2.07M	Sell	10,036 -12,449	-55%	-$2.66M	1.22%	17
2025 Q4	$4.7M	Sell	22,485 -6,156	-21%	-$1.29M	2.64%	9
2025 Q3	$5.91M	Sell	28,641 -1,349	-4%	-$273K	3.42%	7
2025 Q2	$5.76M	Sell	29,990 -1,477	-5%	-$262K	3.68%	5
2025 Q1	$5.42M	Sell	31,467 -3,489	-10%	-$660K	3.93%	5
2024 Q4	$6.64M	Buy	34,956 +302	+0.9%	+$58.2K	4.81%	4
2024 Q3	$6.31M	Sell	34,654 -5,647	-14%	-$987K	4.66%	4
2024 Q2	$6.89M	Sell	40,301 -7,849	-16%	-$1.32M	5.54%	3
2024 Q1	$8.44M	Buy	48,150 +20,666	+75%	+$3.43M	7.28%	3
2023 Q4	$4.52M	Buy	+27,484	New	+$4.04M	4.21%	4

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

Emergent Wealth Advisors's VXF Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 0.38% in Q2 2026, selling an estimated $8.71K and leaving 9,998 shares worth $2.38M. The position accounts for 1.24% of the portfolio, ranked #18.

Emergent Wealth Advisors first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.44M in Q1 2024. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Emergent Wealth Advisors held 9,998 shares of Vanguard Extended Market ETF worth $2.38M as of Q2 2026.
Emergent Wealth Advisors sold 38 Vanguard Extended Market ETF shares in Q2 2026, an estimated $8.71K.
Vanguard Extended Market ETF made up 1.24% of Emergent Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Emergent Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's Vanguard Extended Market ETF position peaked at $8.44M in Q1 2024.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.