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McClarren Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

McClarren Financial Advisors’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 		$1.37M Sell
5,571
-32
-0.6% -$7.33K 0.71% 27
2026
Q1 		$1.15M Buy
5,603
+1,673
+43% +$358K 0.68% 25
2025
Q4 		$1.18M Sell
3,930
-1,176
-23% -$247K 0.71% 25
2025
Q3 		$1.19M Sell
5,106
-600
-11% -$121K 0.73% 25
2025
Q2 		$1.1M Buy
5,706
+596
+12% +$106K 0.72% 25
2025
Q1 		$1M Buy
+5,110
New +$967K 0.66% 26
2024
Q4 		– Sell
-5,763
Closed -$1.11M – 323
2024
Q3 		$1.11M Buy
5,763
+2,556
+80% +$447K 0.14% 39
2024
Q2 		$1.01M Sell
3,207
-2,939
-48% -$496K 0.7% 23
2024
Q1 		$1.08M Buy
6,146
+17
+0.3% +$2.82K 0.77% 23
2023
Q4 		$1.01M Sell
6,129
-65
-1% -$9.55K 0.77% 24
2023
Q3 		$885K Sell
6,194
-99
-2% -$14.8K 0.77% 23
2023
Q2 		$936K Buy
6,293
+1,356
+27% +$190K 0.77% 22
2023
Q1 		$686K Buy
4,937
+1,569
+47% +$223K 0.62% 27
2022
Q4 		$447K Buy
3,368
+475
+16% +$64.4K 0.42% 43
2022
Q3 		$367K Buy
+2,893
New +$408K 0.37% 48
2022
Q2 		– Sell
-2,698
Closed -$446K – 286
2022
Q1 		$446K Buy
2,698
+37
+1% +$6.09K 0.32% 41
2021
Q4 		$486K Buy
2,661
+155
+6% +$29.1K 0.33% 40
2021
Q3 		$457K Sell
2,506
-24
-0.9% -$4.48K 0.36% 36
2021
Q2 		$475K Sell
2,530
-25
-1% -$4.57K 0.39% 34
2021
Q1 		$451K Sell
2,555
-48
-2% -$8.53K 0.4% 33
2020
Q4 		$428K Buy
+2,603
New +$386K 0.41% 32

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McClarren Financial Advisors's VXF Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 0.57% in Q2 2026, selling an estimated $7.33K and leaving 5,571 shares worth $1.37M. The position accounts for 0.71% of the portfolio, ranked #27.

McClarren Financial Advisors first reported a position in VXF in Q4 2020 and has held it in 21 quarters since. 1,072 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • McClarren Financial Advisors held 5,571 shares of Vanguard Extended Market ETF worth $1.37M as of Q2 2026.
  • McClarren Financial Advisors sold 32 Vanguard Extended Market ETF shares in Q2 2026, an estimated $7.33K.
  • Vanguard Extended Market ETF made up 0.71% of McClarren Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.