Holos Integrated Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Holos Integrated Wealth’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	$888K	Hold	3,678	–	–	0.41%	39
2026 Q1	$770K	Hold	3,678	–	–	0.39%	42
2025 Q4	$778K	Sell	3,678 -100	-3%	-$21K	0.43%	34
2025 Q3	$774K	Hold	3,778	–	–	0.46%	31
2025 Q2	$743K	Hold	3,778	–	–	0.45%	32
2025 Q1	$651K	Hold	3,778	–	–	0.43%	34
2024 Q4	$718K	Buy	+3,778	New	+$728K	0.49%	32

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

Holos Integrated Wealth's VXF Position: Q2 2026 in Review

Holos Integrated Wealth held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 3,678 shares worth $888K. The position accounts for 0.41% of the portfolio, ranked #39.

Holos Integrated Wealth first reported a position in VXF in Q4 2024 and has held it in 7 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Holos Integrated Wealth held 3,678 shares of Vanguard Extended Market ETF worth $888K as of Q2 2026.
Holos Integrated Wealth left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.41% of Holos Integrated Wealth's portfolio in Q2 2026, its #39 holding.
Holos Integrated Wealth first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 7 quarters since.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.