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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORBA Wealth Advisors's VXF Position: Q1 2026 in Review

ORBA Wealth Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q1 2026 at 1,061 shares worth $218K. The position accounts for 0.26% of the portfolio, ranked #64.

ORBA Wealth Advisors first reported a position in VXF in Q4 2023 and has held it in 8 quarters since. The position peaked at $237K in Q1 2024. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

ORBA Wealth Advisors held 1,061 shares of Vanguard Extended Market ETF worth $218K as of Q1 2026.
ORBA Wealth Advisors left its Vanguard Extended Market ETF share count unchanged in Q1 2026.
Vanguard Extended Market ETF made up 0.26% of ORBA Wealth Advisors's portfolio in Q1 2026, its #64 holding.
ORBA Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 8 quarters since.
ORBA Wealth Advisors's Vanguard Extended Market ETF position peaked at $237K in Q1 2024.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.