EFS
VXF icon

Essex Financial Services’s Vanguard Extended Market ETF VXF Stock Holding History

Essex Financial 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 		$500K Buy
2,428
+1
+0% +$214 0.03% 455
2025
Q4 		$508K Sell
2,427
-24
-1% -$5.04K 0.03% 436
2025
Q3 		$513K Buy
2,451
+2
+0.1% +$405 0.03% 420
2025
Q2 		$472K Buy
2,449
+1
+0% +$178 0.03% 421
2025
Q1 		$422K Buy
2,448
+1
+0% +$189 0.03% 416
2024
Q4 		$465K Sell
2,447
-415
-15% -$80K 0.03% 389
2024
Q3 		$529K Hold
2,862
– – 0.04% 362
2024
Q2 		$482K Hold
2,862
– – 0.04% 382
2024
Q1 		$502K Sell
2,862
-62
-2% -$10.3K 0.05% 325
2023
Q4 		$481K Sell
2,924
-121
-4% -$17.8K 0.05% 312
2023
Q3 		$436K Buy
3,045
+183
+6% +$27.4K 0.05% 307
2023
Q2 		$426K Hold
2,862
– – 0.05% 305
2023
Q1 		$401K Buy
2,862
+27
+1% +$3.83K 0.04% 327
2022
Q4 		$376K Sell
2,835
-2,523
-47% -$342K 0.04% 329
2022
Q3 		$681K Sell
5,358
-172
-3% -$24.3K 0.08% 214
2022
Q2 		$725K Hold
5,530
– – 0.08% 219
2022
Q1 		$916K Buy
5,530
+643
+13% +$106K 0.09% 209
2021
Q4 		$894K Buy
4,887
+1
+0% +$188 0.09% 213
2021
Q3 		$891K Buy
4,886
+689
+16% +$129K 0.1% 197
2021
Q2 		$792K Buy
+4,197
New +$767K 0.11% 183
2018
Q2 		– Sell
-2,237
Closed -$250K – 354
2018
Q1 		$250K Buy
+2,237
New +$254K 0.05% 296

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essex Financial Services's VXF Position: Q1 2026 in Review

Essex Financial Services increased its Vanguard Extended Market ETF (VXF) stake by 0.04% in Q1 2026, buying an estimated $214 and bringing the position to 2,428 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #455.

Essex Financial Services first reported a position in VXF in Q1 2018 and has held it in 21 quarters since. The position peaked at $916K in Q1 2022. 1,003 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Essex Financial Services held 2,428 shares of Vanguard Extended Market ETF worth $500K as of Q1 2026.
  • Essex Financial Services bought 1 Vanguard Extended Market ETF share in Q1 2026, an estimated $214.
  • Vanguard Extended Market ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #455 holding.
  • Essex Financial Services first reported a position in Vanguard Extended Market ETF in Q1 2018 and has held it in 21 quarters since.
  • Essex Financial Services's Vanguard Extended Market ETF position peaked at $916K in Q1 2022.
  • 1,003 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.