EWA
VXF icon

EverSource Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

EverSource Wealth Advisors’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 		$829K Sell
3,367
-2,713
-45% -$622K 0.03% 397
2026
Q1 		$1.25M Buy
6,080
+715
+13% +$153K 0.04% 334
2025
Q4 		$1.12M Sell
5,365
-638
-11% -$134K 0.04% 310
2025
Q3 		$1.26M Sell
6,003
-433
-7% -$87.6K 0.05% 262
2025
Q2 		$1.24M Sell
6,436
-470
-7% -$83.5K 0.06% 232
2025
Q1 		$1.19M Sell
6,906
-1,068
-13% -$202K 0.07% 218
2024
Q4 		$1.51M Buy
7,974
+5,658
+244% +$1.09M 0.09% 185
2024
Q3 		$421K Sell
2,316
-194
-8% -$33.9K 0.03% 365
2024
Q2 		$450K Sell
2,510
-61
-2% -$10.3K 0.03% 339
2024
Q1 		$421K Sell
2,571
-60
-2% -$9.96K 0.03% 303
2023
Q4 		$433K Sell
2,631
-215
-8% -$31.6K 0.04% 266
2023
Q3 		$408K Sell
2,846
-102
-3% -$15.3K 0.04% 251
2023
Q2 		$439K Sell
2,948
-1,313
-31% -$184K 0.05% 247
2023
Q1 		$597K Buy
4,261
+1,484
+53% +$211K 0.07% 196
2022
Q4 		$369K Sell
2,777
-169
-6% -$22.9K 0.06% 243
2022
Q3 		$374K Sell
2,946
-200
-6% -$28.2K 0.09% 205
2022
Q2 		$412K Buy
3,146
+76
+2% +$11.1K 0.11% 171
2022
Q1 		$509K Sell
3,070
-245
-7% -$40.3K 0.13% 149
2021
Q4 		$606K Buy
+3,315
New +$623K 0.17% 103

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

EverSource Wealth Advisors's VXF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 45% in Q2 2026, selling an estimated $622K and leaving 3,367 shares worth $829K. The position accounts for 0.03% of the portfolio, ranked #397.

EverSource Wealth Advisors first reported a position in VXF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.51M in Q4 2024. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • EverSource Wealth Advisors held 3,367 shares of Vanguard Extended Market ETF worth $829K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,713 Vanguard Extended Market ETF shares in Q2 2026, an estimated $622K.
  • Vanguard Extended Market ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #397 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Extended Market ETF position peaked at $1.51M in Q4 2024.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.