HWA
VXF icon

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

Heartwood 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 		$374K Hold
1,517
– – 0.03% 168
2026
Q1 		$312K Hold
1,517
– – 0.03% 171
2025
Q4 		$317K Hold
1,517
– – 0.03% 155
2025
Q3 		$318K Buy
+1,517
New +$307K 0.03% 154

Other funds holding VXF

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return

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

Heartwood Wealth Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,517 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #168.

Heartwood Wealth Advisors first reported a position in VXF in Q3 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Heartwood Wealth Advisors held 1,517 shares of Vanguard Extended Market ETF worth $374K as of Q2 2026.
  • Heartwood Wealth Advisors left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.