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

MorganRosel 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 		$211K Buy
+859
New +$197K 0.07% 104
2025
Q3 		– Sell
-859
Closed -$166K – 345
2025
Q2 		$166K Hold
859
– – 0.05% 115
2025
Q1 		$148K Buy
+859
New +$163K 0.04% 111
2024
Q2 		– Sell
-1,395
Closed -$245K – 108
2024
Q1 		$245K Hold
1,395
– – 0.09% 94
2023
Q4 		$229K Buy
+1,395
New +$205K 0.09% 92
2023
Q3 		– Sell
-1,452
Closed -$216K – 107
2023
Q2 		$216K Sell
1,452
-24
-2% -$3.37K 0.09% 91
2023
Q1 		$207K Sell
1,476
-4,487
-75% -$637K 0.09% 89
2022
Q4 		$792K Buy
5,963
+1,328
+29% +$180K 0.36% 58
2022
Q3 		$589K Buy
4,635
+200
+5% +$28.2K 0.3% 62
2022
Q2 		$581K Buy
4,435
+130
+3% +$18.9K 0.31% 60
2022
Q1 		$713K Buy
4,305
+163
+4% +$26.8K 0.35% 57
2021
Q4 		$757K Sell
4,142
-120
-3% -$22.6K 0.37% 55
2021
Q3 		$777K Buy
4,262
+66
+2% +$12.3K 0.42% 46
2021
Q2 		$791K Buy
4,196
+266
+7% +$48.6K 0.44% 45
2021
Q1 		$695K Buy
3,930
+3
+0.1% +$533 0.44% 50
2020
Q4 		$647K Buy
3,927
+123
+3% +$18.2K 0.46% 41
2020
Q3 		$493K Buy
3,804
+295
+8% +$37.6K 0.4% 55
2020
Q2 		$415K Buy
3,509
+521
+17% +$55.9K 0.38% 52
2020
Q1 		$271K Buy
2,988
+82
+3% +$9.54K 0.31% 56
2019
Q4 		$366K Sell
2,906
-112
-4% -$13.5K 0.28% 59
2019
Q3 		$351K Buy
3,018
+447
+17% +$52.6K 0.29% 58
2019
Q2 		$305K Buy
2,571
+128
+5% +$15K 0.25% 57
2019
Q1 		$282K Buy
2,443
+177
+8% +$19.9K 0.24% 59
2018
Q4 		$226K Buy
+2,266
New +$248K 0.23% 61

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

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

MorganRosel Wealth Management opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 859 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #104 among its holdings. This is a return to the name: MorganRosel Wealth Management previously reported a position in VXF as recently as Q2 2025.

MorganRosel Wealth Management first reported a position in VXF in Q4 2018 and has held it in 24 quarters since. The position peaked at $792K in Q4 2022. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • MorganRosel Wealth Management held 859 shares of Vanguard Extended Market ETF worth $211K as of Q2 2026.
  • Vanguard Extended Market ETF was a new MorganRosel Wealth Management position in Q2 2026.
  • Vanguard Extended Market ETF made up 0.07% of MorganRosel Wealth Management's portfolio in Q2 2026, its #104 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 24 quarters since.
  • MorganRosel Wealth Management's Vanguard Extended Market ETF position peaked at $792K in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.