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Koenig Investment Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

Koenig Investment Advisory’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
Q3 		$356K Buy
1,535
+1
+0.1% +$241 0.26% 30
2026
Q2 		$378K Sell
1,534
-1,103
-42% -$253K 0.29% 28
2026
Q1 		$543K Buy
2,637
+3
+0.1% +$642 0.46% 27
2025
Q4 		$578K Buy
+2,634
New +$553K 0.47% 25

Other funds holding VXF

AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Koenig Investment Advisory's VXF Position: Q3 2026 in Review

Koenig Investment Advisory increased its Vanguard Extended Market ETF (VXF) stake by 0.07% in Q3 2026, buying an estimated $241 and bringing the position to 1,535 shares worth $356K. The position accounts for 0.26% of the portfolio, ranked #30.

Koenig Investment Advisory first reported a position in VXF in Q4 2025 and has held it in 4 quarters since. The position peaked at $578K in Q4 2025. 60 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Koenig Investment Advisory held 1,535 shares of Vanguard Extended Market ETF worth $356K as of Q3 2026.
  • Koenig Investment Advisory bought 1 Vanguard Extended Market ETF share in Q3 2026, an estimated $241.
  • Vanguard Extended Market ETF made up 0.26% of Koenig Investment Advisory's portfolio in Q3 2026, its #30 holding.
  • Koenig Investment Advisory first reported a position in Vanguard Extended Market ETF in Q4 2025 and has held it in 4 quarters since.
  • Koenig Investment Advisory's Vanguard Extended Market ETF position peaked at $578K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Koenig Investment Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.