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Moneta Group Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Moneta Group Investment 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
Q1 		$5.31M Sell
25,811
-2,124
-8% -$455K 0.04% 163
2025
Q4 		$5.84M Sell
27,935
-1,865
-6% -$392K 0.04% 149
2025
Q3 		$6.24M Sell
29,800
-31
-0.1% -$6.27K 0.05% 138
2025
Q2 		$5.75M Buy
29,831
+13,714
+85% +$2.44M 0.07% 129
2025
Q1 		$2.78M Sell
16,117
-1,570
-9% -$297K 0.04% 172
2024
Q4 		$3.36M Buy
17,687
+73
+0.4% +$14.1K 0.05% 156
2024
Q3 		$3.21M Sell
17,614
-21
-0.1% -$3.67K 0.05% 156
2024
Q2 		$2.98M Sell
17,635
-249
-1% -$42K 0.05% 156
2024
Q1 		$3.13M Sell
17,884
-5,995
-25% -$995K 0.05% 152
2023
Q4 		$3.93M Sell
23,879
-10,604
-31% -$1.56M 0.08% 130
2023
Q3 		$4.94M Buy
34,483
+679
+2% +$102K 0.11% 103
2023
Q2 		$5.03M Sell
33,804
-3,574
-10% -$501K 0.11% 100
2023
Q1 		$5.24M Buy
37,378
+10,298
+38% +$1.46M 0.13% 97
2022
Q4 		$3.99M Buy
27,080
+11,456
+73% +$1.55M 0.11% 112
2022
Q3 		$1.99M Sell
15,624
-1,439
-8% -$203K 0.08% 137
2022
Q2 		$2.24M Buy
17,063
+3,258
+24% +$474K 0.08% 136
2022
Q1 		$2.29M Sell
13,805
-1,474
-10% -$243K 0.09% 128
2021
Q4 		$2.79M Buy
15,279
+14,018
+1,112% +$2.64M 0.11% 117
2021
Q3 		$230K Sell
1,261
-12
-0.9% -$2.24K 0.01% 410
2021
Q2 		$240K Buy
+1,273
New +$233K 0.01% 405
2018
Q2 		– Sell
-40
Closed -$4K – 635
2018
Q1 		$4K Hold
40
– – ﹤0.01% 538
2017
Q4 		$4K Buy
+40
New +$4.38K ﹤0.01% 381
2015
Q4 		– Sell
-40
Closed -$3K – 414
2015
Q3 		$3K Buy
+40
New +$3.55K ﹤0.01% 501

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moneta Group Investment Advisors's VXF Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 7.6% in Q1 2026, selling an estimated $455K and leaving 25,811 shares worth $5.31M. The position accounts for 0.04% of the portfolio, ranked #163.

Moneta Group Investment Advisors first reported a position in VXF in Q3 2015 and has held it in 23 quarters since. The position peaked at $6.24M in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Moneta Group Investment Advisors held 25,811 shares of Vanguard Extended Market ETF worth $5.31M as of Q1 2026.
  • Moneta Group Investment Advisors sold 2,124 Vanguard Extended Market ETF shares in Q1 2026, an estimated $455K.
  • Vanguard Extended Market ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #163 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Extended Market ETF in Q3 2015 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's Vanguard Extended Market ETF position peaked at $6.24M in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.