Evergreen Wealth Solutions’s Vanguard Extended Market ETF VXF Stock Holding History

Evergreen Wealth Solutions’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	$6.68M	Buy	+32,476	New	+$6.95M	0.47%	42

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

Evergreen Wealth Solutions's VXF Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Vanguard Extended Market ETF (VXF) in Q1 2026: 32,476 shares worth $6.68M. The stake represents 0.47% of the portfolio and ranks #42 among its holdings.

1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Evergreen Wealth Solutions held 32,476 shares of Vanguard Extended Market ETF worth $6.68M as of Q1 2026.
Vanguard Extended Market ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Vanguard Extended Market ETF made up 0.47% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #42 holding.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.