SFP
VXF icon

Strategic Financial Planning’s Vanguard Extended Market ETF VXF Stock Holding History

Strategic Financial Planning’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 		$4.8M Buy
+19,511
New +$4.47M 2.51% 13
2026
Q1 		– Sell
-21,020
Closed -$4.4M – 68
2025
Q4 		$4.4M Sell
21,020
-6
-0% -$1.26K 2.5% 13
2025
Q3 		$4.4M Sell
21,026
-1
-0% -$202 2.55% 13
2025
Q2 		$4.05M Sell
21,027
-61
-0.3% -$10.8K 2.52% 13
2025
Q1 		$3.63M Sell
21,088
-155
-0.7% -$29.3K 2.5% 13
2024
Q4 		$4.04M Sell
21,243
-13
-0.1% -$2.51K 2.75% 12
2024
Q3 		$3.87M Hold
21,256
– – 2.56% 13
2024
Q2 		$3.59M Sell
21,256
-7
-0% -$1.18K 2.59% 13
2024
Q1 		$3.73M Sell
21,263
-59
-0.3% -$9.8K 2.79% 12
2023
Q4 		$3.51M Sell
21,322
-289
-1% -$42.5K 2.74% 12
2023
Q3 		$3.1M Sell
21,611
-422
-2% -$63.3K 2.85% 13
2023
Q2 		$3.28M Sell
22,033
-338
-2% -$47.4K 2.9% 13
2023
Q1 		$3.14M Sell
22,371
-162
-0.7% -$23K 2.87% 13
2022
Q4 		$2.99M Sell
22,533
-194
-0.9% -$26.3K 2.9% 13
2022
Q3 		$2.89M Sell
22,727
-216
-0.9% -$30.5K 3.01% 13
2022
Q2 		$3.01M Sell
22,943
-417
-2% -$60.7K 2.9% 14
2022
Q1 		$3.87M Sell
23,360
-1
-0% -$165 3.22% 13
2021
Q4 		$4.27M Sell
23,361
-17
-0.1% -$3.2K 3.07% 12
2021
Q3 		$4.26M Sell
23,378
-3
-0% -$560 3.12% 13
2021
Q2 		$4.41M Hold
23,381
– – 3.18% 13
2021
Q1 		$4.14M Hold
23,381
– – 3.08% 13
2020
Q4 		$3.85M Sell
23,381
-143
-0.6% -$21.2K 3.37% 11
2020
Q3 		$3.05M Sell
23,524
-44
-0.2% -$5.6K 3.17% 12
2020
Q2 		$2.79M Sell
23,568
-355
-1% -$38.1K 3.11% 13
2020
Q1 		$2.17M Hold
23,923
– – 2.87% 10
2019
Q4 		$3.01M Buy
+23,923
New +$2.89M 2.93% 11

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Financial Planning's VXF Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 19,511 shares worth $4.8M. The stake represents 2.51% of the portfolio and ranks #13 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in VXF as recently as Q4 2025.

Strategic Financial Planning first reported a position in VXF in Q4 2019 and has held it in 26 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Strategic Financial Planning held 19,511 shares of Vanguard Extended Market ETF worth $4.8M as of Q2 2026.
  • Vanguard Extended Market ETF was a new Strategic Financial Planning position in Q2 2026.
  • Vanguard Extended Market ETF made up 2.51% of Strategic Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Strategic Financial Planning first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.