TWG
VXF icon

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
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

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
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

The Wealth Group's VXF Position: Q2 2026 in Review

The Wealth Group reduced its Vanguard Extended Market ETF (VXF) stake by 7.7% in Q2 2026, selling an estimated $334K and leaving 17,388 shares worth $4.28M. The position accounts for 0.82% of the portfolio, ranked #14.

The Wealth Group first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.9M in Q4 2024. 203 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • The Wealth Group held 17,388 shares of Vanguard Extended Market ETF worth $4.28M as of Q2 2026.
  • The Wealth Group sold 1,459 Vanguard Extended Market ETF shares in Q2 2026, an estimated $334K.
  • Vanguard Extended Market ETF made up 0.82% of The Wealth Group's portfolio in Q2 2026, its #14 holding.
  • The Wealth Group first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 11 quarters since.
  • The Wealth Group's Vanguard Extended Market ETF position peaked at $15.9M in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.