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Selective Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Selective Wealth 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 		$1.39M Buy
5,839
+2
+0% +$458 0.36% 38
2026
Q1 		$1.3M Sell
5,837
-1,223
-17% -$262K 0.38% 37
2025
Q4 		$1.56M Sell
7,060
-88
-1% -$18.5K 0.49% 31
2025
Q3 		$1.5M Buy
7,148
+736
+11% +$149K 0.48% 30
2025
Q2 		$1.27M Buy
6,412
+440
+7% +$78.1K 0.46% 31
2025
Q1 		$959K Buy
5,972
+338
+6% +$64K 0.42% 34
2024
Q4 		$1.08M Buy
5,634
+178
+3% +$34.3K 0.44% 33
2024
Q3 		$986K Buy
5,456
+1,410
+35% +$247K 0.41% 35
2024
Q2 		$678K Buy
4,046
+43
+1% +$7.26K 0.3% 47
2024
Q1 		$678K Buy
4,003
+541
+16% +$89.8K 0.29% 45
2023
Q4 		$549K Buy
3,462
+314
+10% +$46.1K 0.28% 43
2023
Q3 		$439K Buy
3,148
+186
+6% +$27.9K 0.24% 48
2023
Q2 		$443K Buy
+2,962
New +$415K 0.22% 58
2022
Q4 		$230K Buy
1,626
+1,479
+1,006% +$200K 0.12% 110
2022
Q3 		$19K Sell
147
-546
-79% -$77K 0.01% 437
2022
Q2 		$91K Sell
693
-14
-2% -$2.04K 0.03% 231
2022
Q1 		$117K Sell
707
-73
-9% -$12K 0.04% 190
2021
Q4 		$143K Buy
780
+94
+14% +$17.7K 0.06% 159
2021
Q3 		$125K Buy
686
+95
+16% +$17.7K 0.07% 150
2021
Q2 		$111K Buy
+591
New +$108K 0.09% 107
2021
Q1 		– Sell
-253
Closed -$42K – 432
2020
Q4 		$42K Hold
253
– – 0.03% 124
2020
Q3 		$33K Sell
253
-60
-19% -$7.64K 0.03% 122
2020
Q2 		$37K Buy
+313
New +$33.6K 0.03% 130

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

Selective Wealth Management's VXF Position: Q2 2026 in Review

Selective Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 0.03% in Q2 2026, buying an estimated $458 and bringing the position to 5,839 shares worth $1.39M. The position accounts for 0.36% of the portfolio, ranked #38.

Selective Wealth Management first reported a position in VXF in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.56M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Selective Wealth Management held 5,839 shares of Vanguard Extended Market ETF worth $1.39M as of Q2 2026.
  • Selective Wealth Management bought 2 Vanguard Extended Market ETF shares in Q2 2026, an estimated $458.
  • Vanguard Extended Market ETF made up 0.36% of Selective Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Selective Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2020 and has held it in 23 quarters since.
  • Selective Wealth Management's Vanguard Extended Market ETF position peaked at $1.56M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.