TMWM
VXF icon

Taylor & Morgan Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Taylor & Morgan 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
Q2 		$709K Hold
2,881
– – 0.35% 40
2026
Q1 		$593K Sell
2,881
-72
-2% -$15.4K 0.34% 43
2025
Q4 		$618K Buy
+2,953
New +$620K 0.35% 45

Other funds holding VXF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Taylor & Morgan Wealth Management's VXF Position: Q2 2026 in Review

Taylor & Morgan Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 2,881 shares worth $709K. The position accounts for 0.35% of the portfolio, ranked #40.

Taylor & Morgan Wealth Management first reported a position in VXF in Q4 2025 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Taylor & Morgan Wealth Management held 2,881 shares of Vanguard Extended Market ETF worth $709K as of Q2 2026.
  • Taylor & Morgan Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up 0.35% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Taylor & Morgan Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.