VFA
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Valeo Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Valeo Financial Advisors’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 		$200K Buy
+864
New +$208K ﹤0.01% 789
2021
Q2 		– Sell
-583
Closed -$103K – 1809
2021
Q1 		$103K Buy
583
+236
+68% +$41.9K ﹤0.01% 613
2020
Q4 		$57K Buy
347
+226
+187% +$33.5K ﹤0.01% 728
2020
Q3 		$16K Hold
121
– – ﹤0.01% 971
2020
Q2 		$14K Hold
121
– – ﹤0.01% 1184
2020
Q1 		$12K Hold
121
– – ﹤0.01% 1046
2019
Q4 		$15K Hold
121
– – ﹤0.01% 992
2019
Q3 		$14K Sell
121
-219
-64% -$25.8K ﹤0.01% 950
2019
Q2 		$40K Sell
340
-109
-24% -$12.7K ﹤0.01% 670
2019
Q1 		$52K Sell
449
-24
-5% -$2.69K 0.01% 544
2018
Q4 		$47K Buy
473
+133
+39% +$14.6K 0.01% 515
2018
Q3 		$37K Sell
340
-442
-57% -$54K 0.01% 613
2018
Q2 		$94K Buy
782
+171
+28% +$19.8K 0.01% 407
2018
Q1 		$68K Hold
611
– – 0.01% 441
2017
Q4 		$68K Hold
611
– – 0.01% 421
2017
Q3 		$65K Buy
+611
New +$63K 0.01% 366

Other funds holding VXF

AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Valeo Financial Advisors's VXF Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Vanguard Extended Market ETF (VXF) in Q3 2026: 864 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in VXF as recently as Q1 2021.

Valeo Financial Advisors first reported a position in VXF in Q3 2017 and has held it in 16 quarters since. 60 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Valeo Financial Advisors held 864 shares of Vanguard Extended Market ETF worth $200K as of Q3 2026.
  • Vanguard Extended Market ETF was a new Valeo Financial Advisors position in Q3 2026.
  • Vanguard Extended Market ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #789 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Extended Market ETF in Q3 2017 and has held it in 16 quarters since.
  • 60 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.