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GeoWealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

GeoWealth 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 		$58.5M Buy
237,457
+11,075
+5% +$2.54M 1.84% 9
2026
Q1 		$46.6M Buy
226,382
+5,298
+2% +$1.13M 1.68% 11
2025
Q4 		$46.2M Buy
221,084
+6,171
+3% +$1.3M 1.7% 11
2025
Q3 		$45M Sell
214,913
-25,877
-11% -$5.24M 1.64% 11
2025
Q2 		$46.4M Buy
240,790
+43,618
+22% +$7.75M 1.81% 10
2025
Q1 		$34M Buy
197,172
+7,403
+4% +$1.4M 1.36% 15
2024
Q4 		$36.1M Buy
189,769
+27,910
+17% +$5.38M 1.18% 16
2024
Q3 		$29.5M Buy
161,859
+8,612
+6% +$1.51M 1.04% 17
2024
Q2 		$25.9M Buy
153,247
+8,855
+6% +$1.49M 1.13% 17
2024
Q1 		$25.3M Buy
144,392
+121,918
+542% +$20.2M 0.98% 18
2023
Q4 		$3.69M Buy
+22,474
New +$3.3M 0.31% 75
2023
Q3 		– Sell
-21,073
Closed -$3.14M – 526
2023
Q2 		$3.14M Buy
+21,073
New +$2.96M 0.34% 60
2022
Q1 		– Sell
-763
Closed -$140K – 435
2021
Q4 		$140K Sell
763
-55,339
-99% -$10.4M 0.01% 288
2021
Q3 		$10.2M Buy
+56,102
New +$10.5M 0.84% 34

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

GeoWealth Management's VXF Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard Extended Market ETF (VXF) stake by 4.9% in Q2 2026, buying an estimated $2.54M and bringing the position to 237,457 shares worth $58.5M. The position accounts for 1.84% of the portfolio, ranked #9.

GeoWealth Management first reported a position in VXF in Q3 2021 and has held it in 14 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • GeoWealth Management held 237,457 shares of Vanguard Extended Market ETF worth $58.5M as of Q2 2026.
  • GeoWealth Management bought 11,075 Vanguard Extended Market ETF shares in Q2 2026, an estimated $2.54M.
  • Vanguard Extended Market ETF made up 1.84% of GeoWealth Management's portfolio in Q2 2026, its #9 holding.
  • GeoWealth Management first reported a position in Vanguard Extended Market ETF in Q3 2021 and has held it in 14 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.