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

ORG Wealth 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
2026 Q2	$122K	Hold	494	–	–	0.02%	272
2026 Q1	$102K	Hold	494	–	–	0.02%	282
2025 Q4	$103K	Hold	494	–	–	0.02%	269
2025 Q3	$103K	Hold	494	–	–	0.02%	270
2025 Q2	$95.6K	Sell	494 -56	-10%	-$9.95K	0.02%	250
2025 Q1	$95.2K	Hold	550	–	–	0.03%	257
2024 Q4	$104K	Sell	550 -25	-4%	-$4.82K	0.03%	168
2024 Q3	$105K	Buy	+575	New	+$101K	0.03%	182

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

ORG Wealth Partners's VXF Position: Q2 2026 in Review

ORG Wealth Partners held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 494 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #272.

ORG Wealth Partners first reported a position in VXF in Q3 2024 and has held it in 8 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

ORG Wealth Partners held 494 shares of Vanguard Extended Market ETF worth $122K as of Q2 2026.
ORG Wealth Partners left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #272 holding.
ORG Wealth Partners first reported a position in Vanguard Extended Market ETF in Q3 2024 and has held it in 8 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.