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 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%	-$9.65K	0.01%	66
2024 Q4	$388K	Buy	+2,044	New	+$394K	0.01%	69

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

Orgel Wealth Management's VXF Position: Q2 2026 in Review

Orgel Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,993 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #84.

Orgel Wealth Management first reported a position in VXF in Q4 2024 and has held it in 7 quarters since. 1,069 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Orgel Wealth Management held 1,993 shares of Vanguard Extended Market ETF worth $491K as of Q2 2026.
Orgel Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #84 holding.
Orgel Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 7 quarters since.
1,069 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.