SWA
VXF icon

Safir Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Safir Wealth Advisors’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 		$6.67M Buy
27,092
+290
+1% +$66.5K 4.33% 7
2026
Q1 		$5.52M Sell
26,802
-50
-0.2% -$10.7K 3.99% 8
2025
Q4 		$5.62M Sell
26,852
-130
-0.5% -$27.3K 3.94% 8
2025
Q3 		$5.65M Buy
26,982
+125
+0.5% +$25.3K 3.99% 8
2025
Q2 		$5.18M Buy
26,857
+735
+3% +$131K 3.8% 8
2025
Q1 		$4.5M Buy
26,122
+985
+4% +$186K 3.57% 8
2024
Q4 		$4.78M Buy
25,137
+265
+1% +$51.1K 3.68% 9
2024
Q3 		$4.53M Buy
24,872
+265
+1% +$46.3K 3.48% 9
2024
Q2 		$4.15M Buy
24,607
+269
+1% +$45.4K 3.4% 9
2024
Q1 		$4.27M Buy
24,338
+1,128
+5% +$187K 3.5% 9
2023
Q4 		$3.82M Sell
23,210
-126
-0.5% -$18.5K 3.43% 9
2023
Q3 		$3.34M Sell
23,336
-13
-0.1% -$1.95K 3.24% 9
2023
Q2 		$3.48M Buy
23,349
+1,450
+7% +$203K 3.21% 9
2023
Q1 		$3.07M Buy
21,899
+255
+1% +$36.2K 3.03% 9
2022
Q4 		$2.88M Buy
21,644
+115
+0.5% +$15.6K 2.93% 9
2022
Q3 		$2.74M Buy
21,529
+650
+3% +$91.7K 2.85% 9
2022
Q2 		$2.74M Buy
20,879
+244
+1% +$35.5K 2.68% 9
2022
Q1 		$3.42M Buy
20,635
+2,947
+17% +$485K 2.85% 9
2021
Q4 		$3.23M Buy
17,688
+425
+2% +$79.9K 2.52% 9
2021
Q3 		$3.15M Buy
17,263
+695
+4% +$130K 2.63% 9
2021
Q2 		$3.13M Buy
16,568
+773
+5% +$141K 2.65% 9
2021
Q1 		$2.79M Sell
15,795
-1,688
-10% -$300K 2.56% 9
2020
Q4 		$2.88M Buy
+17,483
New +$2.59M 2.67% 9

Other funds holding VXF

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
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Safir Wealth Advisors's VXF Position: Q2 2026 in Review

Safir Wealth Advisors increased its Vanguard Extended Market ETF (VXF) stake by 1.1% in Q2 2026, buying an estimated $66.5K and bringing the position to 27,092 shares worth $6.67M. The position accounts for 4.33% of the portfolio, ranked #7.

Safir Wealth Advisors first reported a position in VXF in Q4 2020 and has held it in 23 quarters since. 230 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Safir Wealth Advisors held 27,092 shares of Vanguard Extended Market ETF worth $6.67M as of Q2 2026.
  • Safir Wealth Advisors bought 290 Vanguard Extended Market ETF shares in Q2 2026, an estimated $66.5K.
  • Vanguard Extended Market ETF made up 4.33% of Safir Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Safir Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 230 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.