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

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return