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

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

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. 1,070 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.
  • 1,070 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.