OFG
VXF icon

Opulen Financial Group’s Vanguard Extended Market ETF VXF Stock Holding History

Opulen Financial Group’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 		$4.22M Buy
20,488
+196
+1% +$42K 2.97% 6
2025
Q4 		$4.24M Buy
20,292
+36
+0.2% +$7.56K 3.09% 6
2025
Q3 		$4.24M Buy
20,256
+7
+0% +$1.42K 3.21% 6
2025
Q2 		$3.9M Buy
20,249
+21
+0.1% +$3.73K 3.2% 6
2025
Q1 		$3.48M Buy
20,228
+62
+0.3% +$11.7K 3.16% 6
2024
Q4 		$3.83M Buy
+20,166
New +$3.89M 3.48% 6

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

Opulen Financial Group's VXF Position: Q1 2026 in Review

Opulen Financial Group increased its Vanguard Extended Market ETF (VXF) stake by 0.97% in Q1 2026, buying an estimated $42K and bringing the position to 20,488 shares worth $4.22M. The position accounts for 2.97% of the portfolio, ranked #6.

Opulen Financial Group first reported a position in VXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.24M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Opulen Financial Group held 20,488 shares of Vanguard Extended Market ETF worth $4.22M as of Q1 2026.
  • Opulen Financial Group bought 196 Vanguard Extended Market ETF shares in Q1 2026, an estimated $42K.
  • Vanguard Extended Market ETF made up 2.97% of Opulen Financial Group's portfolio in Q1 2026, its #6 holding.
  • Opulen Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Opulen Financial Group's Vanguard Extended Market ETF position peaked at $4.24M in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.