EWM
VXF icon

Evermay Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Evermay Wealth Management’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 		$409K Sell
1,660
-915
-36% -$210K 0.04% 138
2026
Q1 		$530K Sell
2,575
-60
-2% -$12.8K 0.06% 121
2025
Q4 		$551K Sell
2,635
-68
-3% -$14.3K 0.06% 117
2025
Q3 		$566K Sell
2,703
-23
-0.8% -$4.65K 0.06% 117
2025
Q2 		$525K Sell
2,726
-9
-0.3% -$1.6K 0.06% 123
2025
Q1 		$471K Hold
2,735
– – 0.06% 127
2024
Q4 		$520K Sell
2,735
-35
-1% -$6.75K 0.08% 123
2024
Q3 		$505K Sell
2,770
-81
-3% -$14.2K 0.08% 124
2024
Q2 		$483K Buy
2,851
+26
+0.9% +$4.39K 0.08% 128
2024
Q1 		$495K Sell
2,825
-220
-7% -$36.5K 0.07% 128
2023
Q4 		$501K Hold
3,045
– – 0.09% 104
2023
Q3 		$438K Hold
3,045
– – 0.09% 108
2023
Q2 		$455K Hold
3,045
– – 0.09% 109
2023
Q1 		$427K Sell
3,045
-18
-0.6% -$2.56K 0.09% 104
2022
Q4 		$407K Buy
3,063
+185
+6% +$25.1K 0.08% 111
2022
Q3 		$366K Sell
2,878
-50
-2% -$7.05K 0.07% 116
2022
Q2 		$384K Sell
2,928
-150
-5% -$21.8K 0.07% 113
2022
Q1 		$510K Hold
3,078
– – 0.09% 109
2021
Q4 		$563K Hold
3,078
– – 0.1% 86
2021
Q3 		$561K Hold
3,078
– – 0.11% 75
2021
Q2 		$580K Hold
3,078
– – 0.11% 83
2021
Q1 		$545K Hold
3,078
– – 0.11% 84
2020
Q4 		$507K Sell
3,078
-340
-10% -$50.4K 0.11% 84
2020
Q3 		$443K Sell
3,418
-385
-10% -$49K 0.11% 87
2020
Q2 		$450K Sell
3,803
-547
-13% -$58.7K 0.12% 82
2020
Q1 		$394K Sell
4,350
-1,530
-26% -$178K 0.12% 86
2019
Q4 		$741K Sell
5,880
-19
-0.3% -$2.29K 0.18% 58
2019
Q3 		$686K Buy
5,899
+69
+1% +$8.12K 0.19% 59
2019
Q2 		$691K Hold
5,830
– – 0.19% 55
2019
Q1 		$673K Hold
5,830
– – 0.19% 55
2018
Q4 		$582K Buy
+5,830
New +$639K 0.19% 54

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

Evermay Wealth Management's VXF Position: Q2 2026 in Review

Evermay Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 36% in Q2 2026, selling an estimated $210K and leaving 1,660 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #138.

Evermay Wealth Management first reported a position in VXF in Q4 2018 and has held it in 31 quarters since. The position peaked at $741K in Q4 2019. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Evermay Wealth Management held 1,660 shares of Vanguard Extended Market ETF worth $409K as of Q2 2026.
  • Evermay Wealth Management sold 915 Vanguard Extended Market ETF shares in Q2 2026, an estimated $210K.
  • Vanguard Extended Market ETF made up 0.04% of Evermay Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Evermay Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Evermay Wealth Management's Vanguard Extended Market ETF position peaked at $741K in Q4 2019.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.