OWM
VXF icon

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

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 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. 203 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.
  • 203 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.