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

HB 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
Q2 		$2.28M Buy
9,269
+17
+0.2% +$3.9K 0.01% 443
2026
Q1 		$1.9M Hold
9,252
– – 0.01% 444
2025
Q4 		$1.93M Buy
9,252
+482
+5% +$101K 0.01% 415
2025
Q3 		$1.84M Buy
8,770
+89
+1% +$18K 0.01% 426
2025
Q2 		$1.67M Buy
8,681
+1,195
+16% +$212K 0.01% 415
2025
Q1 		$1.29M Buy
7,486
+1,015
+16% +$192K 0.01% 480
2024
Q4 		$1.23M Sell
6,471
-124
-2% -$23.9K 0.01% 378
2024
Q3 		$1.2M Sell
6,595
-220
-3% -$38.5K 0.01% 357
2024
Q2 		$1.15M Sell
6,815
-537
-7% -$90.6K 0.01% 342
2024
Q1 		$1.29M Buy
7,352
+199
+3% +$33K 0.02% 306
2023
Q4 		$1.18M Buy
7,153
+2,520
+54% +$370K 0.02% 294
2023
Q3 		$664K Sell
4,633
-943
-17% -$141K 0.01% 371
2023
Q2 		$830K Hold
5,576
– – 0.01% 322
2023
Q1 		$782K Buy
5,576
+145
+3% +$20.6K 0.01% 328
2022
Q4 		$722K Buy
5,431
+540
+11% +$73.2K 0.01% 327
2022
Q3 		$622K Sell
4,891
-17
-0.3% -$2.4K 0.01% 313
2022
Q2 		$643K Hold
4,908
– – 0.01% 307
2022
Q1 		$813K Sell
4,908
-1,276
-21% -$210K 0.02% 287
2021
Q4 		$1.13M Buy
+6,184
New +$1.16M 0.02% 228

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

HB Wealth Management's VXF Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 0.18% in Q2 2026, buying an estimated $3.9K and bringing the position to 9,269 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #443.

HB Wealth Management first reported a position in VXF in Q4 2021 and has held it in 19 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • HB Wealth Management held 9,269 shares of Vanguard Extended Market ETF worth $2.28M as of Q2 2026.
  • HB Wealth Management bought 17 Vanguard Extended Market ETF shares in Q2 2026, an estimated $3.9K.
  • Vanguard Extended Market ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #443 holding.
  • HB Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.