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Union Savings Bank’s Vanguard Extended Market ETF VXF Stock Holding History

Union Savings Bank’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 		$244K Hold
989
– – 0.1% 115
2026
Q1 		$204K Hold
989
– – 0.09% 125
2025
Q4 		$207K Buy
+989
New +$208K 0.09% 128
2025
Q2 		$196K Hold
989
– – 0.09% 129
2025
Q1 		$170K Sell
989
-50
-5% -$9.46K 0.08% 133
2024
Q4 		$197K Hold
1,039
– – 0.1% 126
2024
Q3 		$189K Hold
1,039
– – 0.09% 131
2024
Q2 		$175K Buy
1,039
+176
+20% +$29.7K 0.09% 134
2024
Q1 		$151K Sell
863
-100
-10% -$16.6K 0.08% 145
2023
Q4 		$158K Hold
963
– – 0.09% 141
2023
Q3 		$138K Hold
963
– – 0.09% 144
2023
Q2 		$152K Buy
+963
New +$135K 0.09% 139

Other funds holding VXF

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Union Savings Bank's VXF Position: Q2 2026 in Review

Union Savings Bank held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 989 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #115.

Union Savings Bank first reported a position in VXF in Q2 2023 and has held it in 12 quarters since. 725 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Union Savings Bank held 989 shares of Vanguard Extended Market ETF worth $244K as of Q2 2026.
  • Union Savings Bank left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up 0.1% of Union Savings Bank's portfolio in Q2 2026, its #115 holding.
  • Union Savings Bank first reported a position in Vanguard Extended Market ETF in Q2 2023 and has held it in 12 quarters since.
  • 725 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.