GWM
VXF icon

Geneos Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Geneos Wealth 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
Q1 		$5.42M Buy
26,346
+5,880
+29% +$1.26M 0.13% 193
2025
Q4 		$4.28M Buy
20,466
+1,244
+6% +$261K 0.1% 234
2025
Q3 		$4.02M Buy
19,222
+1,330
+7% +$269K 0.1% 237
2025
Q2 		$3.45M Sell
17,892
-10,808
-38% -$1.92M 0.08% 282
2025
Q1 		$4.94M Buy
28,700
+16,277
+131% +$3.08M 0.07% 305
2024
Q4 		$2.36M Buy
12,423
+516
+4% +$99.5K 0.08% 268
2024
Q3 		$2.17M Sell
11,907
-4,322
-27% -$756K 0.08% 271
2024
Q2 		$2.74M Buy
16,229
+835
+5% +$141K 0.12% 194
2024
Q1 		$2.7M Buy
15,394
+345
+2% +$57.3K 0.12% 199
2023
Q4 		$2.47M Buy
15,049
+2,921
+24% +$429K 0.12% 195
2023
Q3 		$1.74M Buy
12,128
+4,203
+53% +$630K 0.09% 239
2023
Q2 		$1.18M Buy
7,925
+4,128
+109% +$579K 0.06% 289
2023
Q1 		$532K Buy
3,797
+3,612
+1,952% +$513K 0.03% 429
2022
Q4 		$24.5K Buy
185
+116
+168% +$15.7K ﹤0.01% 1271
2022
Q3 		$8K Sell
69
-549
-89% -$77.4K ﹤0.01% 1596
2022
Q2 		$82K Sell
618
-379
-38% -$55.2K ﹤0.01% 1093
2022
Q1 		$165K Sell
997
-53
-5% -$8.72K 0.01% 878
2021
Q4 		$192K Buy
1,050
+3
+0.3% +$564 0.01% 888
2021
Q3 		$193K Buy
1,047
+413
+65% +$77.1K 0.01% 876
2021
Q2 		$119K Sell
634
-12,925
-95% -$2.36M ﹤0.01% 1099
2021
Q1 		$2.5M Buy
13,559
+5,229
+63% +$929K 0.07% 265
2020
Q4 		$154K Buy
8,330
+7,905
+1,860% +$1.17M 0.01% 938
2020
Q3 		$54K Buy
425
+1
+0.2% +$127 ﹤0.01% 1219
2020
Q2 		$48K Hold
424
– – ﹤0.01% 1233
2020
Q1 		$38K Buy
424
+27
+7% +$3.14K ﹤0.01% 1231
2019
Q4 		$50K Hold
397
– – ﹤0.01% 1258
2019
Q3 		$46K Buy
397
+1
+0.3% +$118 ﹤0.01% 1226
2019
Q2 		$47K Buy
396
+52
+15% +$6.08K ﹤0.01% 1226
2019
Q1 		$39K Hold
344
– – ﹤0.01% 1266
2018
Q4 		$34K Sell
344
-949
-73% -$104K ﹤0.01% 1280
2018
Q3 		$158K Buy
1,293
+169
+15% +$20.7K 0.01% 726
2018
Q2 		$132K Sell
1,124
-613
-35% -$71.1K 0.01% 701
2018
Q1 		$193K Buy
1,737
+231
+15% +$26.2K 0.02% 553
2017
Q4 		$168K Buy
1,506
+293
+24% +$32.1K 0.02% 586
2017
Q3 		$129K Hold
1,213
– – 0.01% 634
2017
Q2 		$124K Buy
1,213
+515
+74% +$51.9K 0.01% 628
2017
Q1 		$69K Buy
698
+314
+82% +$31.1K 0.01% 780
2016
Q4 		$36K Buy
384
+194
+102% +$17.9K ﹤0.01% 960
2016
Q3 		$17K Sell
190
-226
-54% -$20.3K ﹤0.01% 1197
2016
Q2 		$35K Hold
416
– – 0.01% 930
2016
Q1 		$34K Buy
+416
New +$32.2K 0.01% 925

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

Geneos Wealth Management's VXF Position: Q1 2026 in Review

Geneos Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 29% in Q1 2026, buying an estimated $1.26M and bringing the position to 26,346 shares worth $5.42M. The position accounts for 0.13% of the portfolio, ranked #193.

Geneos Wealth Management first reported a position in VXF in Q1 2016 and has held it in 41 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Geneos Wealth Management held 26,346 shares of Vanguard Extended Market ETF worth $5.42M as of Q1 2026.
  • Geneos Wealth Management bought 5,880 Vanguard Extended Market ETF shares in Q1 2026, an estimated $1.26M.
  • Vanguard Extended Market ETF made up 0.13% of Geneos Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Geneos Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2016 and has held it in 41 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.