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N.E.W. Advisory Services’s Vanguard Extended Market ETF VXF Stock Holding History

N.E.W. Advisory Services’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 		$20.7M Sell
84,163
-62
-0.1% -$14.2K 1.39% 18
2026
Q1 		$17.3M Buy
84,225
+4,308
+5% +$922K 1.3% 18
2025
Q4 		$16.7M Buy
79,917
+4,606
+6% +$967K 1.24% 20
2025
Q3 		$15.8M Buy
75,311
+2,872
+4% +$581K 1.41% 16
2025
Q2 		$14M Sell
72,439
-12,289
-15% -$2.18M 1.35% 16
2025
Q1 		$14.6M Buy
84,728
+18,717
+28% +$3.54M 1.12% 22
2024
Q4 		$12.5M Buy
66,011
+935
+1% +$180K 1.19% 19
2024
Q3 		$11.8M Buy
65,076
+1,332
+2% +$233K 1.17% 20
2024
Q2 		$10.8M Buy
63,744
+2,543
+4% +$429K 1.16% 20
2024
Q1 		$10.7M Buy
61,201
+30,331
+98% +$5.04M 1.19% 19
2023
Q4 		$5.08M Sell
30,870
-24,141
-44% -$3.55M 0.61% 28
2023
Q3 		$7.88M Buy
55,011
+2,405
+5% +$361K 1.12% 20
2023
Q2 		$7.83M Sell
52,606
-561
-1% -$78.7K 1.09% 21
2023
Q1 		$7.45M Buy
53,167
+1,536
+3% +$218K 1.08% 20
2022
Q4 		$6.86M Sell
51,631
-358
-0.7% -$48.5K 1.07% 22
2022
Q3 		$6.61M Buy
51,989
+5,575
+12% +$786K 1.2% 19
2022
Q2 		$6.08M Buy
+46,414
New +$6.75M 1.06% 21

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
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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

N.E.W. Advisory Services's VXF Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Extended Market ETF (VXF) stake by 0.07% in Q2 2026, selling an estimated $14.2K and leaving 84,163 shares worth $20.7M. The position accounts for 1.39% of the portfolio, ranked #18.

N.E.W. Advisory Services first reported a position in VXF in Q2 2022 and has held it in 17 quarters since. 784 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • N.E.W. Advisory Services held 84,163 shares of Vanguard Extended Market ETF worth $20.7M as of Q2 2026.
  • N.E.W. Advisory Services sold 62 Vanguard Extended Market ETF shares in Q2 2026, an estimated $14.2K.
  • Vanguard Extended Market ETF made up 1.39% of N.E.W. Advisory Services's portfolio in Q2 2026, its #18 holding.
  • N.E.W. Advisory Services first reported a position in Vanguard Extended Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 784 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.