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Great Valley Advisor Group’s Vanguard Extended Market ETF VXF Stock Holding History

Great Valley Advisor 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
Q1 		$1.28M Buy
6,224
+165
+3% +$35.3K 0.02% 465
2025
Q4 		$1.27M Buy
6,059
+953
+19% +$200K 0.02% 435
2025
Q3 		$1.07M Buy
5,106
+360
+8% +$72.8K 0.02% 463
2025
Q2 		$914K Sell
4,746
-883
-16% -$157K 0.02% 473
2025
Q1 		$970K Buy
5,629
+539
+11% +$102K 0.02% 457
2024
Q4 		$967K Buy
5,090
+1,385
+37% +$267K 0.02% 450
2024
Q3 		$674K Buy
3,705
+1,127
+44% +$197K 0.02% 499
2024
Q2 		$436K Sell
2,578
-3,598
-58% -$607K 0.01% 559
2024
Q1 		$1.08M Buy
6,176
+407
+7% +$67.6K 0.03% 360
2023
Q4 		$949K Buy
5,769
+1,186
+26% +$174K 0.03% 348
2023
Q3 		$657K Sell
4,583
-408
-8% -$61.2K 0.03% 387
2023
Q2 		$743K Sell
4,991
-579
-10% -$81.2K 0.03% 365
2023
Q1 		$781K Sell
5,570
-312
-5% -$44.3K 0.04% 347
2022
Q4 		$781K Buy
5,882
+194
+3% +$26.3K 0.04% 362
2022
Q3 		$723K Buy
5,688
+3,306
+139% +$466K 0.04% 355
2022
Q2 		$312K Buy
2,382
+75
+3% +$10.9K 0.02% 536
2022
Q1 		$382K Sell
2,307
-174
-7% -$28.6K 0.02% 448
2021
Q4 		$454K Buy
2,481
+11
+0.4% +$2.07K 0.03% 405
2021
Q3 		$450K Sell
2,470
-53
-2% -$9.89K 0.03% 383
2021
Q2 		$475K Buy
+2,523
New +$461K 0.04% 361

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

Great Valley Advisor Group's VXF Position: Q1 2026 in Review

Great Valley Advisor Group increased its Vanguard Extended Market ETF (VXF) stake by 2.7% in Q1 2026, buying an estimated $35.3K and bringing the position to 6,224 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #465.

Great Valley Advisor Group first reported a position in VXF in Q2 2021 and has held it in 20 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Great Valley Advisor Group held 6,224 shares of Vanguard Extended Market ETF worth $1.28M as of Q1 2026.
  • Great Valley Advisor Group bought 165 Vanguard Extended Market ETF shares in Q1 2026, an estimated $35.3K.
  • Vanguard Extended Market ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #465 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Extended Market ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.