United Capital Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $372K | Buy |
1,809
+190
| +12% | +$40.7K | ﹤0.01% | 1220 |
|
|
2025
Q4 | $339K | Sell |
1,619
-4
| -0.2% | -$840 | ﹤0.01% | 1120 |
|
|
2025
Q3 | $340K | Buy |
1,623
+184
| +13% | +$37.2K | ﹤0.01% | 985 |
|
|
2025
Q2 | $277K | Buy |
+1,439
| New | +$256K | ﹤0.01% | 950 |
|
|
2024
Q1 | – | Sell |
-1,509
| Closed | -$248K | – | 1126 |
|
|
2023
Q4 | $248K | Sell |
1,509
-3,974
| -72% | -$584K | ﹤0.01% | 935 |
|
|
2023
Q3 | $786K | Sell |
5,483
-441
| -7% | -$66.1K | 0.01% | 555 |
|
|
2023
Q2 | $882K | Sell |
5,924
-176
| -3% | -$24.7K | ﹤0.01% | 580 |
|
|
2023
Q1 | $855K | Buy |
6,100
+357
| +6% | +$50.7K | ﹤0.01% | 619 |
|
|
2022
Q4 | $763K | Buy |
5,743
+240
| +4% | +$32.5K | ﹤0.01% | 680 |
|
|
2022
Q3 | $699K | Sell |
5,503
-48
| -0.9% | -$6.77K | ﹤0.01% | 685 |
|
|
2022
Q2 | $728K | Buy |
5,551
+3,913
| +239% | +$569K | ﹤0.01% | 700 |
|
|
2022
Q1 | $271K | Sell |
1,638
-236
| -13% | -$38.8K | ﹤0.01% | 1017 |
|
|
2021
Q4 | $343K | Sell |
1,874
-60
| -3% | -$11.3K | ﹤0.01% | 979 |
|
|
2021
Q3 | $353K | Hold |
1,934
| – | – | ﹤0.01% | 957 |
|
|
2021
Q2 | $365K | Sell |
1,934
-33,980
| -95% | -$6.21M | ﹤0.01% | 968 |
|
|
2021
Q1 | $6.35M | Sell |
35,914
-906
| -2% | -$161K | 0.04% | 323 |
|
|
2020
Q4 | $6.06M | Sell |
36,820
-29
| -0.1% | -$4.3K | 0.04% | 322 |
|
|
2020
Q3 | $4.78M | Sell |
36,849
-1,209
| -3% | -$154K | 0.03% | 350 |
|
|
2020
Q2 | $4.5M | Sell |
38,058
-1,409
| -4% | -$151K | 0.03% | 378 |
|
|
2020
Q1 | $3.57M | Sell |
39,467
-4,082
| -9% | -$475K | 0.03% | 393 |
|
|
2019
Q4 | $5.49M | Sell |
43,549
-1,011
| -2% | -$122K | 0.04% | 405 |
|
|
2019
Q3 | $5.18M | Sell |
44,560
-80
| -0.2% | -$9.42K | 0.04% | 402 |
|
|
2019
Q2 | $5.29M | Sell |
44,640
-78
| -0.2% | -$9.12K | 0.03% | 415 |
|
|
2019
Q1 | $5.16M | Sell |
44,718
-10,446
| -19% | -$1.17M | 0.04% | 406 |
|
|
2018
Q4 | $5.51M | Sell |
55,164
-4,507
| -8% | -$494K | 0.04% | 350 |
|
|
2018
Q3 | $7.32M | Sell |
59,671
-505
| -0.8% | -$61.7K | 0.05% | 359 |
|
|
2018
Q2 | $7.09M | Buy |
60,176
+5,895
| +11% | +$684K | 0.05% | 354 |
|
|
2018
Q1 | $6.06M | Buy |
54,281
+2,174
| +4% | +$247K | 0.05% | 377 |
|
|
2017
Q4 | $5.82M | Sell |
52,107
-14
| -0% | -$1.53K | 0.05% | 382 |
|
|
2017
Q3 | $5.58M | Buy |
52,121
+1,611
| +3% | +$166K | 0.05% | 372 |
|
|
2017
Q2 | $5.17M | Buy |
50,510
+1,096
| +2% | +$111K | 0.05% | 374 |
|
|
2017
Q1 | $4.94M | Buy |
49,414
+4,204
| +9% | +$416K | 0.05% | 364 |
|
|
2016
Q4 | $4.34M | Buy |
45,210
+183
| +0.4% | +$16.9K | 0.04% | 389 |
|
|
2016
Q3 | $4.11M | Buy |
45,027
+3,261
| +8% | +$293K | 0.04% | 419 |
|
|
2016
Q2 | $3.55M | Buy |
41,766
+19,413
| +87% | +$1.64M | 0.04% | 433 |
|
|
2016
Q1 | $1.85M | Buy |
22,353
+11,311
| +102% | +$874K | 0.02% | 550 |
|
|
2015
Q4 | $925K | Sell |
11,042
-4,025
| -27% | -$344K | 0.01% | 715 |
|
|
2015
Q3 | $1.23M | Sell |
15,067
-820
| -5% | -$72.7K | 0.01% | 638 |
|
|
2015
Q2 | $1.46M | Buy |
15,887
+4,208
| +36% | +$391K | 0.02% | 655 |
|
|
2015
Q1 | $1.06M | Buy |
+11,679
| New | +$1.05M | 0.01% | 708 |
|
Other funds holding VXF
VAI
United Capital Financial Advisors's VXF Position: Q1 2026 in Review
United Capital Financial Advisors increased its Vanguard Extended Market ETF (VXF) stake by 12% in Q1 2026, buying an estimated $40.7K and bringing the position to 1,809 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.
United Capital Financial Advisors first reported a position in VXF in Q1 2015 and has held it in 40 quarters since. The position peaked at $7.32M in Q3 2018. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.
- United Capital Financial Advisors held 1,809 shares of Vanguard Extended Market ETF worth $372K as of Q1 2026.
- United Capital Financial Advisors bought 190 Vanguard Extended Market ETF shares in Q1 2026, an estimated $40.7K.
- Vanguard Extended Market ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1220 holding.
- United Capital Financial Advisors first reported a position in Vanguard Extended Market ETF in Q1 2015 and has held it in 40 quarters since.
- United Capital Financial Advisors's Vanguard Extended Market ETF position peaked at $7.32M in Q3 2018.
- 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.