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Hershey Financial Advisers’s Vanguard Extended Market ETF VXF Stock Holding History

Hershey Financial Advisers’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
Q1 		$372K Buy
1,806
+37
+2% +$7.92K 0.32% 70
2025
Q4 		$370K Buy
1,769
+226
+15% +$47.5K 0.31% 74
2025
Q3 		$323K Sell
1,543
-72
-4% -$14.6K 0.28% 71
2025
Q2 		$311K Buy
+1,615
New +$287K 0.28% 65
2024
Q4 		$263K Buy
+1,383
New +$267K 0.23% 63
2024
Q2 		$57.7K Buy
+342
New +$57.7K 0.05% 65

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hershey Financial Advisers's VXF Position: Q1 2026 in Review

Hershey Financial Advisers increased its Vanguard Extended Market ETF (VXF) stake by 2.1% in Q1 2026, buying an estimated $7.92K and bringing the position to 1,806 shares worth $372K. The position accounts for 0.32% of the portfolio, ranked #70.

Hershey Financial Advisers first reported a position in VXF in Q2 2024 and has held it in 6 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Hershey Financial Advisers held 1,806 shares of Vanguard Extended Market ETF worth $372K as of Q1 2026.
  • Hershey Financial Advisers bought 37 Vanguard Extended Market ETF shares in Q1 2026, an estimated $7.92K.
  • Vanguard Extended Market ETF made up 0.32% of Hershey Financial Advisers's portfolio in Q1 2026, its #70 holding.
  • Hershey Financial Advisers first reported a position in Vanguard Extended Market ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.