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

SHP 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
Q1 		$139K Sell
677
-16
-2% -$3.42K 0.01% 329
2025
Q4 		$145K Buy
+693
New +$146K 0.01% 299

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SHP Wealth Management's VXF Position: Q1 2026 in Review

SHP Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 2.3% in Q1 2026, selling an estimated $3.42K and leaving 677 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #329.

SHP Wealth Management first reported a position in VXF in Q4 2025 and has held it in 2 quarters since. The position peaked at $145K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • SHP Wealth Management held 677 shares of Vanguard Extended Market ETF worth $139K as of Q1 2026.
  • SHP Wealth Management sold 16 Vanguard Extended Market ETF shares in Q1 2026, an estimated $3.42K.
  • Vanguard Extended Market ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #329 holding.
  • SHP Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Vanguard Extended Market ETF position peaked at $145K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.