Journey Beyond Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Journey Beyond 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	$9.55M	Sell	38,795 -2,866	-7%	-$657K	7.46%	3
2026 Q1	$8.57M	Sell	41,661 -7,611	-15%	-$1.63M	7.36%	3
2025 Q4	$10.3M	Sell	49,272 -5,782	-11%	-$1.21M	8.2%	3
2025 Q3	$11.5M	Sell	55,054 -4,427	-7%	-$896K	9.48%	3
2025 Q2	$11.5M	Sell	59,481 -4,745	-7%	-$843K	9.67%	3
2025 Q1	$11.1M	Buy	64,226 +2,527	+4%	+$478K	10.34%	3
2024 Q4	$11.7M	Buy	+61,699	New	+$11.9M	11.02%	3

Other funds holding VXF

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

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

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

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

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Journey Beyond Wealth's VXF Position: Q2 2026 in Review

Journey Beyond Wealth reduced its Vanguard Extended Market ETF (VXF) stake by 6.9% in Q2 2026, selling an estimated $657K and leaving 38,795 shares worth $9.55M. The position accounts for 7.46% of the portfolio, ranked #3.

Journey Beyond Wealth first reported a position in VXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.7M in Q4 2024. 786 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Journey Beyond Wealth held 38,795 shares of Vanguard Extended Market ETF worth $9.55M as of Q2 2026.
Journey Beyond Wealth sold 2,866 Vanguard Extended Market ETF shares in Q2 2026, an estimated $657K.
Vanguard Extended Market ETF made up 7.46% of Journey Beyond Wealth's portfolio in Q2 2026, its #3 holding.
Journey Beyond Wealth first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 7 quarters since.
Journey Beyond Wealth's Vanguard Extended Market ETF position peaked at $11.7M in Q4 2024.
786 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.