SOA Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

SOA Wealth 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 Q1	$2.19K	Hold	11	–	–	﹤0.01%	705
2025 Q4	$2.21K	Hold	11	–	–	﹤0.01%	707
2025 Q3	$2.21K	Hold	11	–	–	﹤0.01%	719
2025 Q2	$2.03K	Buy	11 +1	+10%	+$178	﹤0.01%	714
2025 Q1	$1.81K	Hold	10	–	–	﹤0.01%	710
2024 Q4	$1.99K	Hold	10	–	–	﹤0.01%	687
2024 Q3	$1.89K	Hold	10	–	–	﹤0.01%	676
2024 Q2	$1.75K	Hold	10	–	–	﹤0.01%	685
2024 Q1	$1.82K	Hold	10	–	–	﹤0.01%	717
2023 Q4	$1.7K	Sell	10 -47	-82%	-$6.91K	﹤0.01%	714
2023 Q3	$8.24K	Hold	57	–	–	﹤0.01%	553
2023 Q2	$8.52K	Hold	57	–	–	﹤0.01%	552
2023 Q1	$8.03K	Hold	57	–	–	﹤0.01%	558
2022 Q4	$7.58K	Buy	57 +1	+2%	+$136	﹤0.01%	562
2022 Q3	$7K	Hold	56	–	–	﹤0.01%	568
2022 Q2	$7K	Hold	56	–	–	﹤0.01%	549
2022 Q1	$9K	Hold	56	–	–	﹤0.01%	613
2021 Q4	$10K	Hold	56	–	–	﹤0.01%	578
2021 Q3	$10K	Hold	56	–	–	﹤0.01%	600
2021 Q2	$10K	Buy	+56	New	+$10.2K	﹤0.01%	585

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SOA Wealth Advisors's VXF Position: Q1 2026 in Review

SOA Wealth Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q1 2026 at 11 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

SOA Wealth Advisors first reported a position in VXF in Q2 2021 and has held it in 20 quarters since. The position peaked at $10K in Q4 2021. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

SOA Wealth Advisors held 11 shares of Vanguard Extended Market ETF worth $2.19K as of Q1 2026.
SOA Wealth Advisors left its Vanguard Extended Market ETF share count unchanged in Q1 2026.
Vanguard Extended Market ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #705 holding.
SOA Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q2 2021 and has held it in 20 quarters since.
SOA Wealth Advisors's Vanguard Extended Market ETF position peaked at $10K in Q4 2021.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.