Sowell Financial Services’s Vanguard Extended Market ETF VXF Stock Holding History

Sowell Financial Services’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	$272K	Sell	1,104 -915	-45%	-$210K	0.01%	919
2026 Q1	$415K	Sell	2,019 -300	-13%	-$64.2K	0.02%	704
2025 Q4	$485K	Buy	2,319 +853	+58%	+$179K	0.02%	656
2025 Q3	$307K	Sell	1,466 -100	-6%	-$20.2K	0.01%	802
2025 Q2	$302K	Buy	1,566 +26	+2%	+$4.62K	0.01%	785
2025 Q1	$265K	Buy	+1,540	New	+$291K	0.01%	817
2021 Q2	–	Sell	-138	Closed	-$25K	–	2702
2021 Q1	$25K	Buy	+138	New	+$24.5K	﹤0.01%	1962
2020 Q1	–	Sell	-2,114	Closed	-$266K	–	2714
2019 Q4	$266K	Sell	2,114 -7	-0.3%	-$845	0.02%	625
2019 Q3	$247K	Buy	+2,121	New	+$250K	0.02%	580

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

Sowell Financial Services's VXF Position: Q2 2026 in Review

Sowell Financial Services reduced its Vanguard Extended Market ETF (VXF) stake by 45% in Q2 2026, selling an estimated $210K and leaving 1,104 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #919.

Sowell Financial Services first reported a position in VXF in Q3 2019 and has held it in 9 quarters since. The position peaked at $485K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Sowell Financial Services held 1,104 shares of Vanguard Extended Market ETF worth $272K as of Q2 2026.
Sowell Financial Services sold 915 Vanguard Extended Market ETF shares in Q2 2026, an estimated $210K.
Vanguard Extended Market ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #919 holding.
Sowell Financial Services first reported a position in Vanguard Extended Market ETF in Q3 2019 and has held it in 9 quarters since.
Sowell Financial Services's Vanguard Extended Market ETF position peaked at $485K in Q4 2025.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.