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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
Q2 		$333K Sell
1,352
-197
-13% -$45.1K 0.19% 111
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Richardson Financial Services's VXF Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard Extended Market ETF (VXF) stake by 13% in Q2 2026, selling an estimated $45.1K and leaving 1,352 shares worth $333K. The position accounts for 0.19% of the portfolio, ranked #111.

Richardson Financial Services first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $495K in Q3 2024. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Richardson Financial Services held 1,352 shares of Vanguard Extended Market ETF worth $333K as of Q2 2026.
  • Richardson Financial Services sold 197 Vanguard Extended Market ETF shares in Q2 2026, an estimated $45.1K.
  • Vanguard Extended Market ETF made up 0.19% of Richardson Financial Services's portfolio in Q2 2026, its #111 holding.
  • Richardson Financial Services first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Vanguard Extended Market ETF position peaked at $495K in Q3 2024.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.