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

Sax 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	$270K	Buy	+1,312	New	+$301K	0.01%	467
2025 Q3	–	Sell	-1,039	Closed	-$200K	–	455
2025 Q2	$200K	Sell	1,039 -163	-14%	-$28.9K	0.01%	412
2025 Q1	$207K	Buy	+1,202	New	+$227K	0.01%	349
2022 Q2	–	Sell	-1,294	Closed	-$214K	–	183
2022 Q1	$214K	Hold	1,294	–	–	0.05%	164
2021 Q4	$237K	Hold	1,294	–	–	0.05%	159
2021 Q3	$236K	Buy	1,294 +25	+2%	+$4.66K	0.06%	152
2021 Q2	$239K	Hold	1,269	–	–	0.08%	136
2021 Q1	$224K	Buy	+1,269	New	+$225K	0.08%	134

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 1,312 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in VXF as recently as Q2 2025.

Sax Wealth Advisors first reported a position in VXF in Q1 2021 and has held it in 8 quarters since. 1,073 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Sax Wealth Advisors held 1,312 shares of Vanguard Extended Market ETF worth $270K as of Q2 2026.
Vanguard Extended Market ETF was a new Sax Wealth Advisors position in Q2 2026.
Vanguard Extended Market ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #467 holding.
Sax Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 8 quarters since.
1,073 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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