ORBA Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

ORBA Wealth 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 Q2	–	Sell	-1,061	Closed	-$218K	–	91
2026 Q1	$218K	Hold	1,061	–	–	0.26%	64
2025 Q4	$222K	Hold	1,061	–	–	0.19%	72
2025 Q3	$222K	Hold	1,061	–	–	0.18%	75
2025 Q2	$204K	Buy	+1,061	New	+$188K	0.19%	70
2025 Q1	–	Sell	-1,061	Closed	-$202K	–	108
2024 Q4	$202K	Buy	+1,061	New	+$205K	0.11%	103
2024 Q3	–	Sell	-1,353	Closed	-$228K	–	107
2024 Q2	$228K	Hold	1,353	–	–	0.12%	95
2024 Q1	$237K	Hold	1,353	–	–	0.13%	89
2023 Q4	$222K	Buy	+1,353	New	+$199K	0.13%	86

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

ORBA Wealth Advisors's VXF Position: Q2 2026 in Review

ORBA Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2026, closing a stake of 1,061 shares — an estimated $218K sold.

ORBA Wealth Advisors first reported a position in VXF in Q4 2023 and held it in 8 quarters. The position peaked at $237K in Q1 2024. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

ORBA Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2026 after selling out during the quarter.
ORBA Wealth Advisors sold 1,061 Vanguard Extended Market ETF shares in Q2 2026, an estimated $218K.
ORBA Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2023 and held it in 8 quarters.
ORBA Wealth Advisors's Vanguard Extended Market ETF position peaked at $237K in Q1 2024.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.