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Fiduciary Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Fiduciary Wealth Partners’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 		$795K Sell
3,865
-227
-6% -$48.6K 0.52% 22
2025
Q4 		$856K Buy
4,092
+12
+0.3% +$2.52K 0.35% 27
2025
Q3 		$854K Buy
+4,080
New +$825K 0.36% 24
2025
Q2 		– Sell
-4,046
Closed -$719K – 80
2025
Q1 		$697K Buy
+4,046
New +$766K 0.6% 13

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiduciary Wealth Partners's VXF Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Vanguard Extended Market ETF (VXF) stake by 5.5% in Q1 2026, selling an estimated $48.6K and leaving 3,865 shares worth $795K. The position accounts for 0.52% of the portfolio, ranked #22.

Fiduciary Wealth Partners first reported a position in VXF in Q1 2025 and has held it in 4 quarters since. The position peaked at $856K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Fiduciary Wealth Partners held 3,865 shares of Vanguard Extended Market ETF worth $795K as of Q1 2026.
  • Fiduciary Wealth Partners sold 227 Vanguard Extended Market ETF shares in Q1 2026, an estimated $48.6K.
  • Vanguard Extended Market ETF made up 0.52% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #22 holding.
  • Fiduciary Wealth Partners first reported a position in Vanguard Extended Market ETF in Q1 2025 and has held it in 4 quarters since.
  • Fiduciary Wealth Partners's Vanguard Extended Market ETF position peaked at $856K in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.