EWS
VXF icon

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
Q2 		$8.25M Buy
33,008
+532
+2% +$122K 0.43% 45
2026
Q1 		$6.68M Buy
+32,476
New +$6.95M 0.47% 42

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

Evergreen Wealth Solutions's VXF Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Vanguard Extended Market ETF (VXF) stake by 1.6% in Q2 2026, buying an estimated $122K and bringing the position to 33,008 shares worth $8.25M. The position accounts for 0.43% of the portfolio, ranked #45.

Evergreen Wealth Solutions first reported a position in VXF in Q1 2026 and has held it in 2 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Evergreen Wealth Solutions held 33,008 shares of Vanguard Extended Market ETF worth $8.25M as of Q2 2026.
  • Evergreen Wealth Solutions bought 532 Vanguard Extended Market ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Extended Market ETF made up 0.43% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #45 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard Extended Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.