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VXF icon

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

Everhart 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
Q2 		$342K Sell
1,388
-73
-5% -$16.7K 0.02% 340
2026
Q1 		$301K Buy
1,461
+133
+10% +$28.5K 0.03% 354
2025
Q4 		$278K Buy
1,328
+144
+12% +$30.2K 0.03% 341
2025
Q3 		$248K Buy
+1,184
New +$240K 0.02% 341

Other funds holding VXF

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return

Everhart Financial Group's VXF Position: Q2 2026 in Review

Everhart Financial Group reduced its Vanguard Extended Market ETF (VXF) stake by 5% in Q2 2026, selling an estimated $16.7K and leaving 1,388 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #340.

Everhart Financial Group first reported a position in VXF in Q3 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Everhart Financial Group held 1,388 shares of Vanguard Extended Market ETF worth $342K as of Q2 2026.
  • Everhart Financial Group sold 73 Vanguard Extended Market ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Extended Market ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #340 holding.
  • Everhart Financial Group first reported a position in Vanguard Extended Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.