Great Diamond Partners
VXF icon

Great Diamond Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Great Diamond Partners’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 		$14.2M Sell
61,301
-419
-0.7% -$101K 2.38% 4
2026
Q2 		$15.2M Buy
61,720
+194
+0.3% +$44.5K 2.61% 4
2026
Q1 		$12.7M Buy
61,526
+648
+1% +$139K 2.44% 4
2025
Q4 		$12.7M Sell
60,878
-1,284
-2% -$270K 2.45% 7
2025
Q3 		$13M Buy
62,162
+985
+2% +$199K 2.52% 7
2025
Q2 		$11.8M Buy
61,177
+944
+2% +$168K 2.49% 8
2025
Q1 		$10.4M Buy
60,233
+787
+1% +$149K 2.84% 6
2024
Q4 		$11.3M Sell
59,446
-666
-1% -$128K 2.92% 5
2024
Q3 		$10.9M Sell
60,112
-4,449
-7% -$778K 2.78% 6
2024
Q2 		$10.9M Sell
64,561
-2,786
-4% -$470K 2.56% 6
2024
Q1 		$11.8M Buy
67,347
+6,444
+11% +$1.07M 2.71% 6
2023
Q4 		$10M Buy
60,903
+232
+0.4% +$34.1K 2.47% 6
2023
Q3 		$8.7M Sell
60,671
-607
-1% -$91K 2.35% 6
2023
Q2 		$9.12M Buy
61,278
+6,306
+11% +$884K 2.41% 6
2023
Q1 		$7.71M Buy
54,972
+22,450
+69% +$3.19M 2.23% 8
2022
Q4 		$4.32M Buy
32,522
+17,453
+116% +$2.36M 1.33% 18
2022
Q3 		$1.92M Buy
15,069
+67
+0.4% +$9.45K 0.65% 44
2022
Q2 		$1.97M Buy
15,002
+350
+2% +$50.9K 0.65% 45
2022
Q1 		$2.43M Buy
14,652
+929
+7% +$153K 0.68% 43
2021
Q4 		$2.51M Buy
13,723
+502
+4% +$94.4K 0.65% 46
2021
Q3 		$2.41M Buy
13,221
+912
+7% +$170K 0.66% 47
2021
Q2 		$2.32M Buy
12,309
+509
+4% +$93K 0.66% 46
2021
Q1 		$2.09M Sell
11,800
-544
-4% -$96.6K 0.64% 47
2020
Q4 		$2.03M Buy
12,344
+167
+1% +$24.8K 0.65% 43
2020
Q3 		$1.58M Buy
12,177
+1,001
+9% +$127K 0.58% 48
2020
Q2 		$1.32M Sell
11,176
-519
-4% -$55.7K 0.55% 48
2020
Q1 		$1.06M Sell
11,695
-1,601
-12% -$186K 0.54% 47
2019
Q4 		$1.68M Buy
+13,296
New +$1.61M 0.64% 38

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AssetMark Inc
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LPL Financial
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Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Great Diamond Partners's VXF Position: Q3 2026 in Review

Great Diamond Partners reduced its Vanguard Extended Market ETF (VXF) stake by 0.68% in Q3 2026, selling an estimated $101K and leaving 61,301 shares worth $14.2M. The position accounts for 2.38% of the portfolio, ranked #4.

Great Diamond Partners first reported a position in VXF in Q4 2019 and has held it in 28 quarters since. The position peaked at $15.2M in Q2 2026. 967 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Great Diamond Partners held 61,301 shares of Vanguard Extended Market ETF worth $14.2M as of Q3 2026.
  • Great Diamond Partners sold 419 Vanguard Extended Market ETF shares in Q3 2026, an estimated $101K.
  • Vanguard Extended Market ETF made up 2.38% of Great Diamond Partners's portfolio in Q3 2026, its #4 holding.
  • Great Diamond Partners first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 28 quarters since.
  • Great Diamond Partners's Vanguard Extended Market ETF position peaked at $15.2M in Q2 2026.
  • 967 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.