Michels Family Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Michels Family Financial’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	$470K	Buy	2,285 +6	+0.3%	+$1.28K	0.34%	90
2025 Q4	$477K	Buy	2,279 +7	+0.3%	+$1.47K	0.35%	90
2025 Q3	$476K	Buy	2,272 +6	+0.3%	+$1.21K	0.37%	89
2025 Q2	$437K	Buy	2,266 +6	+0.3%	+$1.07K	0.37%	87
2025 Q1	$389K	Buy	2,260 +7	+0.3%	+$1.32K	0.35%	93
2024 Q4	$428K	Buy	+2,253	New	+$434K	0.39%	85

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

Michels Family Financial's VXF Position: Q1 2026 in Review

Michels Family Financial increased its Vanguard Extended Market ETF (VXF) stake by 0.26% in Q1 2026, buying an estimated $1.28K and bringing the position to 2,285 shares worth $470K. The position accounts for 0.34% of the portfolio, ranked #90.

Michels Family Financial first reported a position in VXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $477K in Q4 2025. 1,003 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Michels Family Financial held 2,285 shares of Vanguard Extended Market ETF worth $470K as of Q1 2026.
Michels Family Financial bought 6 Vanguard Extended Market ETF shares in Q1 2026, an estimated $1.28K.
Vanguard Extended Market ETF made up 0.34% of Michels Family Financial's portfolio in Q1 2026, its #90 holding.
Michels Family Financial first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's Vanguard Extended Market ETF position peaked at $477K in Q4 2025.
1,003 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.