Seamount Financial Group’s Vanguard Extended Market ETF VXF Stock Holding History

Seamount Financial Group’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 Q3	$262K	Buy	1,133 +105	+10%	+$25.3K	0.1%	121
2026 Q2	$253K	Buy	1,028 +2	+0.2%	+$458	0.1%	127
2026 Q1	$211K	Buy	1,026 +3	+0.3%	+$642	0.1%	132
2025 Q4	$214K	Buy	1,023 +3	+0.3%	+$630	0.1%	129
2025 Q3	$214K	Buy	+1,020	New	+$206K	0.1%	130
2024 Q1	–	Sell	-1,736	Closed	-$286K	–	87
2023 Q4	$286K	Buy	+1,736	New	+$255K	0.27%	72

Other funds holding VXF

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Seamount Financial Group's VXF Position: Q3 2026 in Review

Seamount Financial Group increased its Vanguard Extended Market ETF (VXF) stake by 10% in Q3 2026, buying an estimated $25.3K and bringing the position to 1,133 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #121.

Seamount Financial Group first reported a position in VXF in Q4 2023 and has held it in 6 quarters since. The position peaked at $286K in Q4 2023. 467 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

Seamount Financial Group held 1,133 shares of Vanguard Extended Market ETF worth $262K as of Q3 2026.
Seamount Financial Group bought 105 Vanguard Extended Market ETF shares in Q3 2026, an estimated $25.3K.
Vanguard Extended Market ETF made up 0.1% of Seamount Financial Group's portfolio in Q3 2026, its #121 holding.
Seamount Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 6 quarters since.
Seamount Financial Group's Vanguard Extended Market ETF position peaked at $286K in Q4 2023.
467 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.