The Wealth Group’s Vanguard Extended Market ETF VXF Stock Holding History

The Wealth Group’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 Q3	$3.99M	Sell	16,938 -450	-3%	-$108K	0.74%	15
2026 Q2	$4.28M	Sell	17,388 -1,459	-8%	-$334K	0.82%	14
2026 Q1	$3.88M	Sell	18,847 -2,353	-11%	-$504K	0.88%	13
2025 Q4	$4.43M	Sell	21,200 -13,909	-40%	-$2.92M	0.99%	13
2025 Q3	$7.35M	Sell	35,109 -20,138	-36%	-$4.07M	1.7%	12
2025 Q2	$10.6M	Sell	55,247 -24,518	-31%	-$4.35M	2.71%	10
2025 Q1	$13.7M	Sell	79,765 -4,075	-5%	-$771K	4.03%	8
2024 Q4	$15.9M	Buy	83,840 +403	+0.5%	+$77.7K	4.6%	8
2024 Q3	$15.2M	Buy	83,437 +1,204	+1%	+$210K	4.42%	8
2024 Q2	$13.9M	Sell	82,233 -632	-0.8%	-$107K	4.19%	9
2024 Q1	$14.1M	Sell	82,865 -3,717	-4%	-$617K	4.35%	9
2023 Q4	$14M	Buy	+86,582	New	+$12.7M	4.63%	8

Other funds holding VXF

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

The Wealth Group's VXF Position: Q3 2026 in Review

The Wealth Group reduced its Vanguard Extended Market ETF (VXF) stake by 2.6% in Q3 2026, selling an estimated $108K and leaving 16,938 shares worth $3.99M. The position accounts for 0.74% of the portfolio, ranked #15.

The Wealth Group first reported a position in VXF in Q4 2023 and has held it in 12 quarters since. The position peaked at $15.9M in Q4 2024. 252 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

The Wealth Group held 16,938 shares of Vanguard Extended Market ETF worth $3.99M as of Q3 2026.
The Wealth Group sold 450 Vanguard Extended Market ETF shares in Q3 2026, an estimated $108K.
Vanguard Extended Market ETF made up 0.74% of The Wealth Group's portfolio in Q3 2026, its #15 holding.
The Wealth Group first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 12 quarters since.
The Wealth Group's Vanguard Extended Market ETF position peaked at $15.9M in Q4 2024.
252 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.