M3 Advisory Group’s Vanguard Extended Market ETF VXF Stock Holding History

M3 Advisory 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	$503K	Buy	2,446 +3	+0.1%	+$642	0.31%	62
2025 Q4	$511K	Sell	2,443 -75	-3%	-$15.7K	0.31%	58
2025 Q3	$527K	Buy	2,518 +6	+0.2%	+$1.21K	0.33%	60
2025 Q2	$484K	Buy	2,512 +508	+25%	+$90.2K	0.33%	62
2025 Q1	$345K	Buy	2,004 +23	+1%	+$4.35K	0.27%	74
2024 Q4	$376K	Buy	1,981 +7	+0.4%	+$1.35K	0.27%	79
2024 Q3	$359K	Sell	1,974 -574	-23%	-$100K	0.26%	85
2024 Q2	$430K	Buy	2,548 +20	+0.8%	+$3.38K	0.35%	67
2024 Q1	$443K	Buy	2,528 +45	+2%	+$7.47K	0.4%	56
2023 Q4	$408K	Buy	+2,483	New	+$365K	0.48%	46

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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 $49B AUM 17.78% 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

M3 Advisory Group's VXF Position: Q1 2026 in Review

M3 Advisory Group increased its Vanguard Extended Market ETF (VXF) stake by 0.12% in Q1 2026, buying an estimated $642 and bringing the position to 2,446 shares worth $503K. The position accounts for 0.31% of the portfolio, ranked #62.

M3 Advisory Group first reported a position in VXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $527K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

M3 Advisory Group held 2,446 shares of Vanguard Extended Market ETF worth $503K as of Q1 2026.
M3 Advisory Group bought 3 Vanguard Extended Market ETF shares in Q1 2026, an estimated $642.
Vanguard Extended Market ETF made up 0.31% of M3 Advisory Group's portfolio in Q1 2026, its #62 holding.
M3 Advisory Group first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's Vanguard Extended Market ETF position peaked at $527K in Q3 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.