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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

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

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. 1,071 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.
  • 1,071 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.