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

Forvis Mazars 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
Q1 		$296K Buy
1,436
+60
+4% +$12.8K 0.01% 359
2025
Q4 		$288K Sell
1,376
-2
-0.1% -$420 0.01% 361
2025
Q3 		$288K Hold
1,378
– – 0.01% 356
2025
Q2 		$266K Hold
1,378
– – 0.01% 362
2025
Q1 		$237K Sell
1,378
-1,045
-43% -$198K 0.01% 367
2024
Q4 		$460K Sell
2,423
-30
-1% -$5.78K 0.01% 316
2024
Q3 		$446K Buy
2,453
+83
+4% +$14.5K 0.01% 332
2024
Q2 		$400K Hold
2,370
– – 0.01% 320
2024
Q1 		$415K Sell
2,370
-45
-2% -$7.47K 0.01% 311
2023
Q4 		$397K Sell
2,415
-606
-20% -$89.1K 0.01% 304
2023
Q3 		$433K Buy
3,021
+281
+10% +$42.1K 0.01% 297
2023
Q2 		$408K Sell
2,740
-36
-1% -$5.05K 0.01% 317
2023
Q1 		$389K Sell
2,776
-531
-16% -$75.4K 0.01% 298
2022
Q4 		$439K Buy
3,307
+311
+10% +$42.1K 0.02% 278
2022
Q3 		$380K Sell
2,996
-454
-13% -$64K 0.02% 289
2022
Q2 		$453K Buy
3,450
+2,123
+160% +$309K 0.02% 266
2022
Q1 		$220K Sell
1,327
-15
-1% -$2.47K 0.01% 283
2021
Q4 		$245K Sell
1,342
-530
-28% -$99.7K 0.01% 260
2021
Q3 		$341K Sell
1,872
-295
-14% -$55K 0.02% 209
2021
Q2 		$409K Hold
2,167
– – 0.02% 194
2021
Q1 		$383K Buy
+2,167
New +$385K 0.02% 201

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

Forvis Mazars Wealth Advisors's VXF Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Extended Market ETF (VXF) stake by 4.4% in Q1 2026, buying an estimated $12.8K and bringing the position to 1,436 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #359.

Forvis Mazars Wealth Advisors first reported a position in VXF in Q1 2021 and has held it in 21 quarters since. The position peaked at $460K in Q4 2024. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 1,436 shares of Vanguard Extended Market ETF worth $296K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 60 Vanguard Extended Market ETF shares in Q1 2026, an estimated $12.8K.
  • Vanguard Extended Market ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #359 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Forvis Mazars Wealth Advisors's Vanguard Extended Market ETF position peaked at $460K in Q4 2024.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.