FFWA
VXF icon

Forthright Family Wealth Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

Forthright Family Wealth Advisory’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 		$206K Sell
838
-1,527
-65% -$350K 0.12% 56
2026
Q1 		$415K Buy
+2,365
New +$506K 0.28% 45
2025
Q3 		– Sell
-1,155
Closed -$223K – 60
2025
Q2 		$223K Sell
1,155
-566
-33% -$101K 0.14% 48
2025
Q1 		$296K Sell
1,721
-217
-11% -$41.1K 0.2% 45
2024
Q4 		$368K Sell
1,938
-244
-11% -$47K 0.24% 41
2024
Q3 		$449K Sell
2,182
-63
-3% -$11K 0.29% 39
2024
Q2 		$379K Sell
2,245
-120
-5% -$20.3K 0.24% 48
2024
Q1 		$415K Buy
2,365
+31
+1% +$5.15K 0.28% 45
2023
Q4 		$384K Buy
+2,334
New +$343K 0.3% 40

Other funds holding VXF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Forthright Family Wealth Advisory's VXF Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Vanguard Extended Market ETF (VXF) stake by 65% in Q2 2026, selling an estimated $350K and leaving 838 shares worth $206K. The position accounts for 0.12% of the portfolio, ranked #56.

Forthright Family Wealth Advisory first reported a position in VXF in Q4 2023 and has held it in 9 quarters since. The position peaked at $449K in Q3 2024. 529 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Forthright Family Wealth Advisory held 838 shares of Vanguard Extended Market ETF worth $206K as of Q2 2026.
  • Forthright Family Wealth Advisory sold 1,527 Vanguard Extended Market ETF shares in Q2 2026, an estimated $350K.
  • Vanguard Extended Market ETF made up 0.12% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #56 holding.
  • Forthright Family Wealth Advisory first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 9 quarters since.
  • Forthright Family Wealth Advisory's Vanguard Extended Market ETF position peaked at $449K in Q3 2024.
  • 529 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.