Stephens Consulting’s Vanguard Extended Market ETF VXF Stock Holding History

Stephens Consulting’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
2025 Q4	$925K	Hold	4,423	–	–	0.3%	26
2025 Q3	$926K	Sell	4,423 -100	-2%	-$20.2K	0.32%	25
2025 Q2	$872K	Hold	4,523	–	–	0.21%	45
2025 Q1	$779K	Hold	4,523	–	–	0.2%	46
2024 Q4	$859K	Sell	4,523 -153	-3%	-$29.5K	0.22%	43
2024 Q3	$851K	Sell	4,676 -11	-0.2%	-$1.92K	0.22%	43
2024 Q2	$791K	Sell	4,687 -35	-0.7%	-$5.91K	0.22%	40
2024 Q1	$828K	Hold	4,722	–	–	0.25%	34
2023 Q4	$776K	Sell	4,722 -35	-0.7%	-$5.14K	0.26%	35
2023 Q3	$682K	Hold	4,757	–	–	0.28%	35
2023 Q2	$708K	Sell	4,757 -25	-0.5%	-$3.51K	0.28%	36
2023 Q1	$670K	Hold	4,782	–	–	0.4%	36
2022 Q4	$635K	Sell	4,782 -33	-0.7%	-$4.47K	0.42%	38
2022 Q3	$612K	Hold	4,815	–	–	0.55%	32
2022 Q2	$631K	Sell	4,815 -63	-1%	-$9.17K	0.51%	31
2022 Q1	$808K	Sell	4,878 -13	-0.3%	-$2.14K	0.66%	29
2021 Q4	$894K	Buy	+4,891	New	+$920K	0.74%	29

Other funds holding VXF

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

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

Align Financial Hermantown, Minnesota $176M AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Consulting's VXF Position: Q4 2025 in Review

Stephens Consulting held its Vanguard Extended Market ETF (VXF) position steady in Q4 2025 at 4,423 shares worth $925K. The position accounts for 0.3% of the portfolio, ranked #26.

Stephens Consulting first reported a position in VXF in Q4 2021 and has held it in 17 quarters since. The position peaked at $926K in Q3 2025. 988 funds tracked by Wall St. Rank hold VXF as of Q4 2025.

Stephens Consulting held 4,423 shares of Vanguard Extended Market ETF worth $925K as of Q4 2025.
Stephens Consulting left its Vanguard Extended Market ETF share count unchanged in Q4 2025.
Vanguard Extended Market ETF made up 0.3% of Stephens Consulting's portfolio in Q4 2025, its #26 holding.
Stephens Consulting first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Vanguard Extended Market ETF position peaked at $926K in Q3 2025.
988 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.