Sequoia Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Sequoia 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	$999K	Buy	4,056 +805	+25%	+$184K	0.01%	948
2026 Q1	$669K	Buy	3,251 +229	+8%	+$49K	﹤0.01%	1095
2025 Q4	$632K	Sell	3,022 -3	-0.1%	-$630	﹤0.01%	1141
2025 Q3	$633K	Buy	3,025 +589	+24%	+$119K	﹤0.01%	1014
2025 Q2	$470K	Buy	2,436 +181	+8%	+$32.1K	﹤0.01%	1030
2025 Q1	$388K	Buy	2,255 +1,149	+104%	+$217K	﹤0.01%	960
2024 Q4	$210K	Buy	+1,106	New	+$213K	﹤0.01%	1195
2022 Q2	–	Sell	-1,356	Closed	-$225K	–	689
2022 Q1	$225K	Sell	1,356 -597	-31%	-$98.2K	0.01%	592
2021 Q4	$357K	Buy	+1,953	New	+$367K	0.01%	402
2021 Q3	–	Sell	-1,315	Closed	-$248K	–	459
2021 Q2	$248K	Buy	+1,315	New	+$240K	0.01%	413

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

Sequoia Financial Advisors's VXF Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Vanguard Extended Market ETF (VXF) stake by 25% in Q2 2026, buying an estimated $184K and bringing the position to 4,056 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #948.

Sequoia Financial Advisors first reported a position in VXF in Q2 2021 and has held it in 10 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Sequoia Financial Advisors held 4,056 shares of Vanguard Extended Market ETF worth $999K as of Q2 2026.
Sequoia Financial Advisors bought 805 Vanguard Extended Market ETF shares in Q2 2026, an estimated $184K.
Vanguard Extended Market ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #948 holding.
Sequoia Financial Advisors first reported a position in Vanguard Extended Market ETF in Q2 2021 and has held it in 10 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.