MWM
VXF icon

Modera Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Modera Wealth Management’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 		$867K Sell
3,523
-129
-4% -$29.6K 0.01% 373
2026
Q1 		$752K Buy
3,652
+478
+15% +$102K 0.01% 367
2025
Q4 		$664K Sell
3,174
-65
-2% -$13.6K 0.01% 402
2025
Q3 		$678K Buy
3,239
+675
+26% +$137K 0.01% 402
2025
Q2 		$494K Buy
2,564
+259
+11% +$46K 0.01% 452
2025
Q1 		$397K Buy
2,305
+26
+1% +$4.92K 0.01% 468
2024
Q4 		$433K Sell
2,279
-11
-0.5% -$2.12K 0.01% 462
2024
Q3 		$417K Buy
2,290
+471
+26% +$82.3K 0.01% 438
2024
Q2 		$307K Sell
1,819
-265
-13% -$44.7K ﹤0.01% 470
2024
Q1 		$365K Buy
2,084
+427
+26% +$70.9K 0.01% 441
2023
Q4 		$272K Sell
1,657
-210
-11% -$30.9K ﹤0.01% 485
2023
Q3 		$268K Sell
1,867
-57
-3% -$8.55K 0.01% 473
2023
Q2 		$286K Buy
1,924
+90
+5% +$12.6K 0.01% 472
2023
Q1 		$257K Buy
1,834
+137
+8% +$19.4K 0.01% 303
2022
Q4 		$225K Buy
+1,697
New +$230K 0.01% 318

Other funds holding VXF

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Modera Wealth Management's VXF Position: Q2 2026 in Review

Modera Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 3.5% in Q2 2026, selling an estimated $29.6K and leaving 3,523 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #373.

Modera Wealth Management first reported a position in VXF in Q4 2022 and has held it in 15 quarters since. 725 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Modera Wealth Management held 3,523 shares of Vanguard Extended Market ETF worth $867K as of Q2 2026.
  • Modera Wealth Management sold 129 Vanguard Extended Market ETF shares in Q2 2026, an estimated $29.6K.
  • Vanguard Extended Market ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Modera Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 725 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.