PBF
VXF icon

Petix & Botte Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Petix & Botte Financial’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
Q1 		$706K Sell
1,715
-1,715
-50% -$367K 0.16% 74
2025
Q4 		$717K Hold
3,430
– – 0.16% 73
2025
Q3 		$718K Sell
3,430
-514
-13% -$104K 0.17% 71
2025
Q2 		$760K Buy
3,944
+150
+4% +$26.6K 0.19% 69
2025
Q1 		$654K Sell
3,794
-430
-10% -$81.4K 0.17% 72
2024
Q4 		$802K Sell
4,224
-430
-9% -$82.9K 0.21% 67
2024
Q3 		$847K Buy
4,654
+3
+0.1% +$524 0.23% 54
2024
Q2 		$785K Buy
4,651
+2,325
+100% +$392K 0.22% 57
2024
Q1 		$407K Sell
2,326
-2,322
-50% -$386K 0.1% 101
2023
Q4 		$764K Sell
4,648
-79
-2% -$11.6K 0.22% 54
2023
Q3 		$677K Sell
4,727
-234
-5% -$35.1K 0.21% 56
2023
Q2 		$738K Buy
4,961
+1,938
+64% +$272K 0.23% 53
2023
Q1 		$424K Buy
+3,023
New +$429K 0.29% 49
2022
Q3 		$415K Sell
3,265
-16
-0.5% -$2.26K 0.32% 47
2022
Q2 		$430K Sell
3,281
-3,701
-53% -$539K 0.32% 47
2022
Q1 		$1.16M Buy
6,982
+3,492
+100% +$575K 0.36% 43
2021
Q4 		$638K Sell
3,490
-5,259
-60% -$989K 0.41% 42
2021
Q3 		$1.6M Buy
8,749
+3,283
+60% +$613K 0.54% 34
2021
Q2 		$1.03M Sell
5,466
-192
-3% -$35.1K 0.72% 33
2021
Q1 		$1M Sell
5,658
-894
-14% -$159K 0.74% 32
2020
Q4 		$1.08M Sell
6,552
-101
-2% -$15K 0.81% 29
2020
Q3 		$860K Sell
6,653
-7,127
-52% -$907K 0.69% 30
2020
Q2 		$816K Buy
13,780
+6,647
+93% +$713K 0.67% 31
2020
Q1 		$646K Sell
7,133
-975
-12% -$113K 0.63% 34
2019
Q4 		$1.02M Buy
+8,108
New +$979K 0.8% 31

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Petix & Botte Financial's VXF Position: Q1 2026 in Review

Petix & Botte Financial reduced its Vanguard Extended Market ETF (VXF) stake by 50% in Q1 2026, selling an estimated $367K and leaving 1,715 shares worth $706K. The position accounts for 0.16% of the portfolio, ranked #74.

Petix & Botte Financial first reported a position in VXF in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.6M in Q3 2021. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Petix & Botte Financial held 1,715 shares of Vanguard Extended Market ETF worth $706K as of Q1 2026.
  • Petix & Botte Financial sold 1,715 Vanguard Extended Market ETF shares in Q1 2026, an estimated $367K.
  • Vanguard Extended Market ETF made up 0.16% of Petix & Botte Financial's portfolio in Q1 2026, its #74 holding.
  • Petix & Botte Financial first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's Vanguard Extended Market ETF position peaked at $1.6M in Q3 2021.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.