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HCR Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

HCR Wealth Advisors’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 		$47.5M Buy
192,946
+11,089
+6% +$2.54M 4.25% 5
2026
Q1 		$37.4M Buy
181,857
+3,741
+2% +$801K 3.88% 5
2025
Q4 		$37.2M Buy
+178,116
New +$37.4M 3.69% 5
2022
Q1 		– Sell
-4,116
Closed -$753K – 208
2021
Q4 		$753K Buy
4,116
+1,066
+35% +$200K 0.12% 114
2021
Q3 		$556K Buy
+3,050
New +$569K 0.09% 126
2021
Q1 		– Sell
-225
Closed -$37K – 284
2020
Q4 		$37K Buy
225
+185
+463% +$27.4K 0.01% 212
2020
Q3 		$5K Buy
+40
New +$5.09K ﹤0.01% 231

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

HCR Wealth Advisors's VXF Position: Q2 2026 in Review

HCR Wealth Advisors increased its Vanguard Extended Market ETF (VXF) stake by 6.1% in Q2 2026, buying an estimated $2.54M and bringing the position to 192,946 shares worth $47.5M. The position accounts for 4.25% of the portfolio, ranked #5.

HCR Wealth Advisors first reported a position in VXF in Q3 2020 and has held it in 7 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • HCR Wealth Advisors held 192,946 shares of Vanguard Extended Market ETF worth $47.5M as of Q2 2026.
  • HCR Wealth Advisors bought 11,089 Vanguard Extended Market ETF shares in Q2 2026, an estimated $2.54M.
  • Vanguard Extended Market ETF made up 4.25% of HCR Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • HCR Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q3 2020 and has held it in 7 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.