Orgel Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Orgel Wealth Management’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 Q3	$436K	Sell	1,884 -109	-5%	-$26.2K	0.01%	88
2026 Q2	$491K	Hold	1,993	–	–	0.01%	84
2026 Q1	$410K	Hold	1,993	–	–	0.01%	73
2025 Q4	$417K	Hold	1,993	–	–	0.01%	71
2025 Q3	$417K	Hold	1,993	–	–	0.01%	68
2025 Q2	$384K	Hold	1,993	–	–	0.01%	69
2025 Q1	$343K	Sell	1,993 -51	-2%	-$9.7K	0.01%	66
2024 Q4	$388K	Buy	+2,044	New	+$394K	0.01%	69

Other funds holding VXF

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Orgel Wealth Management's VXF Position: Q3 2026 in Review

Orgel Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 5.5% in Q3 2026, selling an estimated $26.2K and leaving 1,884 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #88.

Orgel Wealth Management first reported a position in VXF in Q4 2024 and has held it in 8 quarters since. The position peaked at $491K in Q2 2026. 332 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

Orgel Wealth Management held 1,884 shares of Vanguard Extended Market ETF worth $436K as of Q3 2026.
Orgel Wealth Management sold 109 Vanguard Extended Market ETF shares in Q3 2026, an estimated $26.2K.
Vanguard Extended Market ETF made up 0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #88 holding.
Orgel Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 8 quarters since.
Orgel Wealth Management's Vanguard Extended Market ETF position peaked at $491K in Q2 2026.
332 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.