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Forum Financial Management’s Vanguard Extended Market ETF VXF Stock Holding History

Forum Financial 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 		$720K Sell
2,923
-507
-15% -$116K 0.01% 167
2026
Q1 		$706K Hold
3,430
– – 0.01% 158
2025
Q4 		$717K Hold
3,430
– – 0.01% 339
2025
Q3 		$718K Buy
3,430
+30
+0.9% +$6.07K 0.01% 320
2025
Q2 		$655K Sell
3,400
-35
-1% -$6.22K 0.01% 323
2025
Q1 		$592K Sell
3,435
-84
-2% -$15.9K 0.01% 318
2024
Q4 		$669K Buy
3,519
+25
+0.7% +$4.82K 0.01% 293
2024
Q3 		$636K Buy
3,494
+62
+2% +$10.8K 0.01% 266
2024
Q2 		$579K Buy
3,432
+76
+2% +$12.8K 0.01% 269
2024
Q1 		$588K Hold
3,356
– – 0.01% 278
2023
Q4 		$552K Buy
3,356
+905
+37% +$133K 0.01% 266
2023
Q3 		$351K Buy
2,451
+200
+9% +$30K 0.01% 373
2023
Q2 		$335K Hold
2,251
– – 0.01% 398
2023
Q1 		$316K Sell
2,251
-73
-3% -$10.4K 0.01% 387
2022
Q4 		$309K Sell
2,324
-24
-1% -$3.25K 0.01% 383
2022
Q3 		$298K Buy
2,348
+534
+29% +$75.3K 0.01% 348
2022
Q2 		$238K Hold
1,814
– – 0.01% 452
2022
Q1 		$300K Buy
1,814
+143
+9% +$23.5K 0.01% 394
2021
Q4 		$306K Buy
+1,671
New +$314K 0.02% 412

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

Forum Financial Management's VXF Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Extended Market ETF (VXF) stake by 15% in Q2 2026, selling an estimated $116K and leaving 2,923 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #167.

Forum Financial Management first reported a position in VXF in Q4 2021 and has held it in 19 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Forum Financial Management held 2,923 shares of Vanguard Extended Market ETF worth $720K as of Q2 2026.
  • Forum Financial Management sold 507 Vanguard Extended Market ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Extended Market ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #167 holding.
  • Forum Financial Management first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.