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SC&H Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

SC&H Financial 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 		$1.06M Buy
4,285
+20
+0.5% +$4.58K 0.14% 69
2026
Q1 		$878K Buy
4,265
+28
+0.7% +$5.99K 0.13% 70
2025
Q4 		$886K Buy
4,237
+284
+7% +$59.6K 0.14% 71
2025
Q3 		$828K Sell
3,953
-250
-6% -$50.6K 0.13% 76
2025
Q2 		$810K Buy
4,203
+7
+0.2% +$1.24K 0.14% 78
2025
Q1 		$723K Buy
4,196
+12
+0.3% +$2.27K 0.14% 76
2024
Q4 		$795K Buy
4,184
+21
+0.5% +$4.05K 0.16% 76
2024
Q3 		$758K Buy
4,163
+12
+0.3% +$2.1K 0.17% 76
2024
Q2 		$701K Hold
4,151
– – 0.17% 74
2024
Q1 		$728K Buy
4,151
+9
+0.2% +$1.49K 0.19% 76
2023
Q4 		$681K Buy
4,142
+784
+23% +$115K 0.2% 74
2023
Q3 		$481K Buy
3,358
+8
+0.2% +$1.2K 0.16% 88
2023
Q2 		$499K Hold
3,350
– – 0.16% 88
2023
Q1 		$470K Buy
3,350
+879
+36% +$125K 0.17% 85
2022
Q4 		$328K Sell
2,471
-412
-14% -$55.8K 0.14% 102
2022
Q3 		$366K Buy
2,883
+678
+31% +$95.6K 0.18% 94
2022
Q2 		$289K Buy
2,205
+309
+16% +$45K 0.13% 119
2022
Q1 		$314K Buy
1,896
+158
+9% +$26K 0.15% 120
2021
Q4 		$318K Buy
+1,738
New +$327K 0.18% 116

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

SC&H Financial Advisors's VXF Position: Q2 2026 in Review

SC&H Financial Advisors increased its Vanguard Extended Market ETF (VXF) stake by 0.47% in Q2 2026, buying an estimated $4.58K and bringing the position to 4,285 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #69.

SC&H Financial Advisors first reported a position in VXF in Q4 2021 and has held it in 19 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • SC&H Financial Advisors held 4,285 shares of Vanguard Extended Market ETF worth $1.06M as of Q2 2026.
  • SC&H Financial Advisors bought 20 Vanguard Extended Market ETF shares in Q2 2026, an estimated $4.58K.
  • Vanguard Extended Market ETF made up 0.14% of SC&H Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.