Heritage Family Offices’s Vanguard Extended Market ETF VXF Stock Holding History

Heritage Family Offices’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	$448K	Hold	1,818	–	–	0.17%	111
2026 Q1	$374K	Sell	1,818 -9	-0.5%	-$1.93K	0.17%	121
2025 Q4	$382K	Hold	1,827	–	–	0.17%	117
2025 Q3	$382K	Buy	1,827 +9	+0.5%	+$1.82K	0.18%	111
2025 Q2	$314K	Hold	1,818	–	–	0.16%	121
2025 Q1	$313K	Hold	1,818	–	–	0.16%	118
2024 Q4	$345K	Hold	1,818	–	–	0.17%	113
2024 Q3	$331K	Hold	1,818	–	–	0.17%	120
2024 Q2	$307K	Buy	+1,818	New	+$307K	0.17%	117

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Heritage Family Offices's VXF Position: Q2 2026 in Review

Heritage Family Offices held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,818 shares worth $448K. The position accounts for 0.17% of the portfolio, ranked #111.

Heritage Family Offices first reported a position in VXF in Q2 2024 and has held it in 9 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Heritage Family Offices held 1,818 shares of Vanguard Extended Market ETF worth $448K as of Q2 2026.
Heritage Family Offices left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.17% of Heritage Family Offices's portfolio in Q2 2026, its #111 holding.
Heritage Family Offices first reported a position in Vanguard Extended Market ETF in Q2 2024 and has held it in 9 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.