Richardson Financial Services
VXF icon

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
Q3 		$344K Buy
1,487
+135
+10% +$32.5K 0.2% 115
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
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Richardson Financial Services's VXF Position: Q3 2026 in Review

Richardson Financial Services increased its Vanguard Extended Market ETF (VXF) stake by 10% in Q3 2026, buying an estimated $32.5K and bringing the position to 1,487 shares worth $344K. The position accounts for 0.2% of the portfolio, ranked #115.

Richardson Financial Services first reported a position in VXF in Q4 2023 and has held it in 12 quarters since. The position peaked at $495K in Q3 2024. 967 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Richardson Financial Services held 1,487 shares of Vanguard Extended Market ETF worth $344K as of Q3 2026.
  • Richardson Financial Services bought 135 Vanguard Extended Market ETF shares in Q3 2026, an estimated $32.5K.
  • Vanguard Extended Market ETF made up 0.2% of Richardson Financial Services's portfolio in Q3 2026, its #115 holding.
  • Richardson Financial Services first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Vanguard Extended Market ETF position peaked at $495K in Q3 2024.
  • 967 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.