KWB Wealth
VXF icon

KWB Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

KWB 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
Q3 		$2.06M Sell
8,878
-33
-0.4% -$7.94K 0.18% 69
2026
Q2 		$2.19M Sell
8,911
-146
-2% -$33.5K 0.19% 64
2026
Q1 		$1.89M Hold
9,057
– – 0.19% 59
2025
Q4 		$1.89M Sell
9,057
-137
-1% -$28.8K 0.18% 60
2025
Q3 		$1.77M Sell
9,194
-20
-0.2% -$4.05K 0.2% 62
2025
Q2 		$1.59M Buy
9,214
+126
+1% +$22.4K 0.19% 64
2025
Q1 		$1.73M Buy
9,088
+3
+0% +$568 0.21% 63
2024
Q4 		$1.65M Sell
9,085
-41
-0.4% -$7.9K 0.2% 50
2024
Q3 		$1.54M Hold
9,126
– – 0.2% 47
2024
Q2 		$1.6M Hold
9,126
– – 0.22% 45
2024
Q1 		$1.6M Hold
9,126
– – 0.22% 45
2023
Q4 		$1.5M Sell
9,126
-50
-0.5% -$7.35K 0.22% 44
2023
Q3 		$1.37M Hold
9,176
– – 0.22% 43
2023
Q2 		$1.37M Sell
9,176
-529
-5% -$74.2K 0.22% 43
2023
Q1 		$1.29M Buy
9,705
+2,138
+28% +$303K 0.24% 42
2022
Q4 		$1.01M Sell
7,567
-2,816
-27% -$382K 0.19% 44
2022
Q3 		$1.32M Hold
10,383
– – 0.26% 41
2022
Q2 		$1.36M Sell
10,383
-108
-1% -$15.7K 0.26% 42
2022
Q1 		$1.92M Hold
10,491
– – 0.32% 30
2021
Q4 		$1.92M Sell
10,491
-980
-9% -$184K 0.32% 30
2021
Q3 		$2.09M Sell
11,471
-30
-0.3% -$5.6K 0.37% 29
2021
Q2 		$2.04M Hold
11,501
– – 0.39% 30
2021
Q1 		$2.04M Sell
11,501
-161
-1% -$28.6K 0.39% 30
2020
Q4 		$1.92M Buy
+11,662
New +$1.73M 0.4% 33

Other funds holding VXF

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Tenon Financial
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

KWB Wealth's VXF Position: Q3 2026 in Review

KWB Wealth reduced its Vanguard Extended Market ETF (VXF) stake by 0.37% in Q3 2026, selling an estimated $7.94K and leaving 8,878 shares worth $2.06M. The position accounts for 0.18% of the portfolio, ranked #69.

KWB Wealth first reported a position in VXF in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.19M in Q2 2026. 332 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • KWB Wealth held 8,878 shares of Vanguard Extended Market ETF worth $2.06M as of Q3 2026.
  • KWB Wealth sold 33 Vanguard Extended Market ETF shares in Q3 2026, an estimated $7.94K.
  • Vanguard Extended Market ETF made up 0.18% of KWB Wealth's portfolio in Q3 2026, its #69 holding.
  • KWB Wealth first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's Vanguard Extended Market ETF position peaked at $2.19M in Q2 2026.
  • 332 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.