Secure Asset Management’s Vanguard Extended Market ETF VXF Stock Holding History

Secure Asset Management’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	$1.01M	Sell	4,096 -165	-4%	-$37.8K	0.14%	131
2026 Q1	$877K	Hold	4,261	–	–	0.14%	139
2025 Q4	$891K	Buy	4,261 +1	+0%	+$210	0.14%	138
2025 Q3	$895K	Hold	4,260	–	–	0.15%	135
2025 Q2	$821K	Sell	4,260 -315	-7%	-$55.9K	0.15%	141
2025 Q1	$788K	Sell	4,575 -139	-3%	-$26.3K	0.16%	137
2024 Q4	$896K	Hold	4,714	–	–	0.14%	139
2024 Q3	$858K	Hold	4,714	–	–	0.14%	143
2024 Q2	$796K	Sell	4,714 -220	-4%	-$37.1K	0.15%	134
2024 Q1	$865K	Sell	4,934 -54	-1%	-$8.97K	0.2%	109
2023 Q4	$820K	Buy	4,988 +54	+1%	+$7.94K	0.22%	106
2023 Q3	$707K	Sell	4,934 -34	-0.7%	-$5.1K	0.21%	110
2023 Q2	$739K	Buy	4,968 +28	+0.6%	+$3.93K	0.22%	98
2023 Q1	$693K	Hold	4,940	–	–	0.23%	100
2022 Q4	$656K	Hold	4,940	–	–	0.24%	100
2022 Q3	$628K	Buy	4,940 +1	+0%	+$141	0.35%	60
2022 Q2	$648K	Hold	4,939	–	–	0.36%	49
2022 Q1	$818K	Buy	+4,939	New	+$813K	0.37%	50
2020 Q2	–	Sell	-4,738	Closed	-$429K	–	162
2020 Q1	$429K	Sell	4,738 -302	-6%	-$35.1K	0.46%	54
2019 Q4	$635K	Buy	+5,040	New	+$609K	0.45%	59

Other funds holding VXF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Secure Asset Management's VXF Position: Q2 2026 in Review

Secure Asset Management reduced its Vanguard Extended Market ETF (VXF) stake by 3.9% in Q2 2026, selling an estimated $37.8K and leaving 4,096 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #131.

Secure Asset Management first reported a position in VXF in Q4 2019 and has held it in 20 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Secure Asset Management held 4,096 shares of Vanguard Extended Market ETF worth $1.01M as of Q2 2026.
Secure Asset Management sold 165 Vanguard Extended Market ETF shares in Q2 2026, an estimated $37.8K.
Vanguard Extended Market ETF made up 0.14% of Secure Asset Management's portfolio in Q2 2026, its #131 holding.
Secure Asset Management first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 20 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.