Richardson Financial Services’s Vanguard Extended Market ETF VXF Stock Holding History

Richardson Financial Services’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	$319K	Sell	1,549 -63	-4%	-$13.5K	0.2%	118
2025 Q4	$329K	Buy	1,612 +28	+2%	+$5.88K	0.11%	120
2025 Q3	$332K	Sell	1,584 -98	-6%	-$19.8K	0.21%	113
2025 Q2	$325K	Buy	1,682 +78	+5%	+$13.9K	0.22%	109
2025 Q1	$276K	Sell	1,604 -185	-10%	-$35K	0.21%	122
2024 Q4	$340K	Sell	1,789 -1,061	-37%	-$205K	0.24%	107
2024 Q3	$495K	Buy	2,850 +1,037	+57%	+$181K	0.31%	80
2024 Q2	$306K	Buy	1,813 +65	+4%	+$11K	0.22%	109
2024 Q1	$306K	Buy	1,748 +831	+91%	+$138K	0.22%	109
2023 Q4	$151K	Buy	+917	New	+$135K	0.13%	147

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richardson Financial Services's VXF Position: Q1 2026 in Review

Richardson Financial Services reduced its Vanguard Extended Market ETF (VXF) stake by 3.9% in Q1 2026, selling an estimated $13.5K and leaving 1,549 shares worth $319K. The position accounts for 0.2% of the portfolio, ranked #118.

Richardson Financial Services first reported a position in VXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $495K in Q3 2024. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Richardson Financial Services held 1,549 shares of Vanguard Extended Market ETF worth $319K as of Q1 2026.
Richardson Financial Services sold 63 Vanguard Extended Market ETF shares in Q1 2026, an estimated $13.5K.
Vanguard Extended Market ETF made up 0.2% of Richardson Financial Services's portfolio in Q1 2026, its #118 holding.
Richardson Financial Services first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Vanguard Extended Market ETF position peaked at $495K in Q3 2024.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.