Morton Brown Family Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Morton Brown Family Wealth’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	$330K	Buy	1,340 +840	+168%	+$192K	0.07%	51
2026 Q1	$103K	Hold	500	–	–	0.03%	87
2025 Q4	$105K	Hold	500	–	–	0.03%	86
2025 Q3	$105K	Hold	500	–	–	0.03%	85
2025 Q2	$96.4K	Hold	500	–	–	0.03%	85
2025 Q1	$86.2K	Hold	500	–	–	0.03%	85
2024 Q4	$95K	Hold	500	–	–	0.03%	84
2024 Q3	$91K	Buy	500 +24	+5%	+$4.2K	0.03%	78
2024 Q2	$83.7K	Hold	476	–	–	0.03%	76
2024 Q1	$83.4K	Hold	476	–	–	0.03%	74
2023 Q4	$78.3K	Hold	476	–	–	0.03%	79
2023 Q3	$68.2K	Buy	+476	New	+$71.4K	0.03%	70

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morton Brown Family Wealth's VXF Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Vanguard Extended Market ETF (VXF) stake by 168% in Q2 2026, buying an estimated $192K and bringing the position to 1,340 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #51.

Morton Brown Family Wealth first reported a position in VXF in Q3 2023 and has held it in 12 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Morton Brown Family Wealth held 1,340 shares of Vanguard Extended Market ETF worth $330K as of Q2 2026.
Morton Brown Family Wealth bought 840 Vanguard Extended Market ETF shares in Q2 2026, an estimated $192K.
Vanguard Extended Market ETF made up 0.07% of Morton Brown Family Wealth's portfolio in Q2 2026, its #51 holding.
Morton Brown Family Wealth first reported a position in Vanguard Extended Market ETF in Q3 2023 and has held it in 12 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.