ORG Partners’s Vanguard Extended Market ETF VXF Stock Holding History

ORG Partners’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
2025 Q4	$774K	Hold	3,702	–	–	0.14%	145
2025 Q3	$775K	Sell	3,702 -30	-0.8%	-$6.07K	0.14%	141
2025 Q2	$723K	Buy	3,732 +59	+2%	+$10.5K	0.15%	128
2025 Q1	$636K	Buy	3,673 +1	+0%	+$189	0.16%	123
2024 Q4	$698K	Sell	3,672 -666	-15%	-$128K	0.09%	146
2024 Q3	$790K	Sell	4,338 -606	-12%	-$106K	0.13%	122
2024 Q2	$829K	Buy	+4,944	New	+$834K	0.1%	168
2024 Q1	–	Sell	-5,308	Closed	-$873K	–	1117
2023 Q4	$873K	Sell	5,308 -1,543	-23%	-$227K	0.15%	128
2023 Q3	$982K	Sell	6,851 -659	-9%	-$98.8K	0.29%	86
2023 Q2	$1.12M	Buy	+7,510	New	+$1.05M	0.18%	108

Other funds holding VXF

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

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

Align Financial Hermantown, Minnesota $176M AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ORG Partners's VXF Position: Q4 2025 in Review

ORG Partners held its Vanguard Extended Market ETF (VXF) position steady in Q4 2025 at 3,702 shares worth $774K. The position accounts for 0.14% of the portfolio, ranked #145.

ORG Partners first reported a position in VXF in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q2 2023. 988 funds tracked by Wall St. Rank hold VXF as of Q4 2025.

ORG Partners held 3,702 shares of Vanguard Extended Market ETF worth $774K as of Q4 2025.
ORG Partners left its Vanguard Extended Market ETF share count unchanged in Q4 2025.
Vanguard Extended Market ETF made up 0.14% of ORG Partners's portfolio in Q4 2025, its #145 holding.
ORG Partners first reported a position in Vanguard Extended Market ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Vanguard Extended Market ETF position peaked at $1.12M in Q2 2023.
988 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.