Houlihan Financial Resource Group’s Vanguard Extended Market ETF VXF Stock Holding History

Houlihan Financial Resource Group’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	$282K	Hold	1,370	–	–	0.11%	99
2025 Q4	$286K	Buy	+1,370	New	+$288K	0.11%	95
2025 Q3	–	Sell	-1,370	Closed	-$264K	–	105
2025 Q2	$264K	Hold	1,370	–	–	0.11%	99
2025 Q1	$236K	Hold	1,370	–	–	0.11%	98
2024 Q4	$260K	Hold	1,370	–	–	0.11%	97
2024 Q3	$249K	Buy	+1,370	New	+$240K	0.1%	99
2024 Q2	–	Sell	-1,370	Closed	-$240K	–	102
2024 Q1	$240K	Hold	1,370	–	–	0.11%	93
2023 Q4	$225K	Buy	+1,370	New	+$201K	0.11%	94
2020 Q3	$197K	Buy	+1,370	New	+$174K	0.11%	98

Other funds holding VXF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Houlihan Financial Resource Group's VXF Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Vanguard Extended Market ETF (VXF) position steady in Q1 2026 at 1,370 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #99.

Houlihan Financial Resource Group first reported a position in VXF in Q3 2020 and has held it in 9 quarters since. The position peaked at $286K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Houlihan Financial Resource Group held 1,370 shares of Vanguard Extended Market ETF worth $282K as of Q1 2026.
Houlihan Financial Resource Group left its Vanguard Extended Market ETF share count unchanged in Q1 2026.
Vanguard Extended Market ETF made up 0.11% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #99 holding.
Houlihan Financial Resource Group first reported a position in Vanguard Extended Market ETF in Q3 2020 and has held it in 9 quarters since.
Houlihan Financial Resource Group's Vanguard Extended Market ETF position peaked at $286K in Q4 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.