FSWA
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Financial Synergies Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Financial Synergies 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 		$3.06M Sell
12,422
-956
-7% -$219K 0.26% 37
2026
Q1 		$2.75M Sell
13,378
-723
-5% -$155K 0.26% 39
2025
Q4 		$2.95M Sell
14,101
-700
-5% -$147K 0.28% 33
2025
Q3 		$3.1M Sell
14,801
-391
-3% -$79.1K 0.31% 30
2025
Q2 		$2.93M Sell
15,192
-965
-6% -$171K 0.32% 30
2025
Q1 		$2.78M Sell
16,157
-884
-5% -$167K 0.34% 30
2024
Q4 		$3.24M Sell
17,041
-947
-5% -$183K 0.4% 27
2024
Q3 		$3.27M Sell
17,988
-1,157
-6% -$202K 0.41% 27
2024
Q2 		$3.23M Buy
19,145
+3,036
+19% +$512K 0.44% 26
2024
Q1 		$2.82M Sell
16,109
-159,316
-91% -$26.5M 0.37% 29
2023
Q4 		$23.3M Buy
175,425
+152,852
+677% +$22.5M 3.61% 10
2023
Q3 		$3.24M Buy
22,573
+61
+0.3% +$9.15K 0.47% 27
2023
Q2 		$3.35M Sell
22,512
-433
-2% -$60.7K 0.47% 28
2023
Q1 		$3.22M Sell
22,945
-152,480
-87% -$21.6M 0.47% 28
2022
Q4 		$23.3M Sell
175,425
-52,076
-23% -$7.06M 3.61% 10
2022
Q3 		$28.9M Sell
227,501
-33,603
-13% -$4.74M 4.97% 7
2022
Q2 		$34.2M Sell
261,104
-93,465
-26% -$13.6M 5.57% 6
2022
Q1 		$58.7M Buy
354,569
+18,218
+5% +$3M 9.24% 4
2021
Q4 		$61.5M Sell
336,351
-1,758
-0.5% -$331K 8.42% 4
2021
Q3 		$61.7M Buy
338,109
+4,164
+1% +$777K 8.43% 3
2021
Q2 		$63M Buy
333,945
+12,539
+4% +$2.29M 8.59% 3
2021
Q1 		$56.9M Buy
321,406
+7,590
+2% +$1.35M 8.26% 3
2020
Q4 		$51.7M Buy
313,816
+192,404
+158% +$28.5M 8.04% 3
2020
Q3 		$15.7M Buy
+121,412
New +$15.5M 4.03% 10

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
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 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

Financial Synergies Wealth Advisors's VXF Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 7.1% in Q2 2026, selling an estimated $219K and leaving 12,422 shares worth $3.06M. The position accounts for 0.26% of the portfolio, ranked #37.

Financial Synergies Wealth Advisors first reported a position in VXF in Q3 2020 and has held it in 24 quarters since. The position peaked at $63M in Q2 2021. 364 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Financial Synergies Wealth Advisors held 12,422 shares of Vanguard Extended Market ETF worth $3.06M as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 956 Vanguard Extended Market ETF shares in Q2 2026, an estimated $219K.
  • Vanguard Extended Market ETF made up 0.26% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q3 2020 and has held it in 24 quarters since.
  • Financial Synergies Wealth Advisors's Vanguard Extended Market ETF position peaked at $63M in Q2 2021.
  • 364 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.