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Richards, Merrill & Peterson’s Vanguard Extended Market ETF VXF Stock Holding History

Richards, Merrill & Peterson’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 		$985 Hold
4
– – ﹤0.01% 284
2026
Q1 		$823 Hold
4
– – ﹤0.01% 282
2025
Q4 		$836 Hold
4
– – ﹤0.01% 273
2025
Q3 		$837 Buy
+4
New +$809 ﹤0.01% 215

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Richards, Merrill & Peterson's VXF Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 4 shares worth $985. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Richards, Merrill & Peterson first reported a position in VXF in Q3 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Richards, Merrill & Peterson held 4 shares of Vanguard Extended Market ETF worth $985 as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #284 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Extended Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.