Gleason Group
VXF icon

Gleason Group’s Vanguard Extended Market ETF VXF Stock Holding History

Gleason Group’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
Q3 		$151M Buy
651,471
+6,444
+1% +$1.55M 13.31% 3
2026
Q2 		$159M Buy
645,027
+10,846
+2% +$2.49M 13.86% 3
2026
Q1 		$131M Buy
634,181
+26,029
+4% +$5.57M 12.93% 3
2025
Q4 		$127M Buy
608,152
+2,268
+0.4% +$476K 12.47% 3
2025
Q3 		$127M Buy
605,884
+14,852
+3% +$3M 12.74% 3
2025
Q2 		$114M Buy
591,032
+180,028
+44% +$32M 12.34% 3
2025
Q1 		$70.8M Buy
411,004
+10,011
+2% +$1.89M 12.79% 3
2024
Q4 		$76.2M Buy
400,993
+26,385
+7% +$5.09M 13.39% 3
2024
Q3 		$68.2M Buy
374,608
+39,809
+12% +$6.96M 12.49% 3
2024
Q2 		$56.5M Buy
334,799
+5,525
+2% +$932K 11.47% 3
2024
Q1 		$57.7M Buy
329,274
+5,786
+2% +$961K 12.06% 3
2023
Q4 		$53.2M Buy
323,488
+21,412
+7% +$3.15M 12.22% 3
2023
Q3 		$43.3M Buy
302,076
+7,357
+2% +$1.1M 11.38% 3
2023
Q2 		$43.9M Buy
294,719
+62,353
+27% +$8.75M 11.38% 3
2023
Q1 		$32.6M Buy
232,366
+38,857
+20% +$5.51M 9.35% 3
2022
Q4 		$25.7M Sell
193,509
-62,664
-24% -$8.49M 8.06% 4
2022
Q3 		$32.6M Buy
256,173
+20,511
+9% +$2.89M 11.22% 3
2022
Q2 		$30.9M Buy
235,662
+12,316
+6% +$1.79M 10.63% 3
2022
Q1 		$37M Buy
223,346
+26,930
+14% +$4.43M 10.98% 3
2021
Q4 		$35.9M Buy
196,416
+12,118
+7% +$2.28M 11.72% 2
2021
Q3 		$33.6M Buy
184,298
+497
+0.3% +$92.7K 12.14% 2
2021
Q2 		$34.7M Buy
183,801
+2,266
+1% +$414K 12.56% 2
2021
Q1 		$32.1M Buy
181,535
+20,058
+12% +$3.56M 12.65% 2
2020
Q4 		$26.6M Buy
161,477
+12,487
+8% +$1.85M 12.76% 2
2020
Q3 		$19.3M Sell
148,990
-2,503
-2% -$319K 11.16% 2
2020
Q2 		$17.9M Buy
151,493
+451
+0.3% +$48.4K 11.09% 2
2020
Q1 		$13.7M Sell
151,042
-5,365
-3% -$624K 10.83% 2
2019
Q4 		$19.7M Buy
+156,407
New +$18.9M 11.75% 2

Other funds holding VXF

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Tenon Financial
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FC Advisory
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Gleason Group's VXF Position: Q3 2026 in Review

Gleason Group increased its Vanguard Extended Market ETF (VXF) stake by 1% in Q3 2026, buying an estimated $1.55M and bringing the position to 651,471 shares worth $151M. The position accounts for 13.31% of the portfolio, ranked #3.

Gleason Group first reported a position in VXF in Q4 2019 and has held it in 28 quarters since. The position peaked at $159M in Q2 2026. 309 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Gleason Group held 651,471 shares of Vanguard Extended Market ETF worth $151M as of Q3 2026.
  • Gleason Group bought 6,444 Vanguard Extended Market ETF shares in Q3 2026, an estimated $1.55M.
  • Vanguard Extended Market ETF made up 13.31% of Gleason Group's portfolio in Q3 2026, its #3 holding.
  • Gleason Group first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 28 quarters since.
  • Gleason Group's Vanguard Extended Market ETF position peaked at $159M in Q2 2026.
  • 309 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.