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Robertson Stephens Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Robertson Stephens Wealth Management’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 		$247K Hold
1,002
– – 0.01% 574
2026
Q1 		$206K Sell
1,002
-18
-2% -$3.85K 0.01% 581
2025
Q4 		$213K Sell
1,020
-178
-15% -$37.4K 0.01% 592
2025
Q3 		$251K Sell
1,198
-74
-6% -$15K 0.01% 478
2025
Q2 		$245K Hold
1,272
– – 0.01% 495
2025
Q1 		$219K Sell
1,272
-1,726
-58% -$327K 0.01% 514
2024
Q4 		$570K Buy
2,998
+120
+4% +$23.1K 0.02% 341
2024
Q3 		$525K Buy
2,878
+1,029
+56% +$180K 0.02% 402
2024
Q2 		$313K Hold
1,849
– – 0.02% 402
2024
Q1 		$324K Hold
1,849
– – 0.02% 412
2023
Q4 		$304K Sell
1,849
-206
-10% -$30.3K 0.02% 381
2023
Q3 		$296K Sell
2,055
-16
-0.8% -$2.4K 0.02% 381
2023
Q2 		$309K Sell
2,071
-111
-5% -$15.6K 0.02% 349
2023
Q1 		$306K Sell
2,182
-104
-5% -$14.8K 0.02% 362
2022
Q4 		$304K Hold
2,286
– – 0.03% 327
2022
Q3 		$290K Hold
2,286
– – 0.03% 284
2022
Q2 		$299K Hold
2,286
– – 0.03% 292
2022
Q1 		$378K Hold
2,286
– – 0.03% 278
2021
Q4 		$418K Sell
2,286
-18
-0.8% -$3.38K 0.04% 279
2021
Q3 		$420K Hold
2,304
– – 0.05% 223
2021
Q2 		$434K Hold
2,304
– – 0.05% 221
2021
Q1 		$407K Buy
+2,304
New +$409K 0.07% 198

Other funds holding VXF

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
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Robertson Stephens Wealth Management's VXF Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,002 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #574.

Robertson Stephens Wealth Management first reported a position in VXF in Q1 2021 and has held it in 22 quarters since. The position peaked at $570K in Q4 2024. 521 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,002 shares of Vanguard Extended Market ETF worth $247K as of Q2 2026.
  • Robertson Stephens Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #574 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Robertson Stephens Wealth Management's Vanguard Extended Market ETF position peaked at $570K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.