VFP
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Vested Financial Planning’s Vanguard Extended Market ETF VXF Stock Holding History

Vested Financial Planning’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
Q1 		$4.01M Buy
19,488
+1,668
+9% +$357K 3.06% 9
2025
Q4 		$3.73M Buy
17,820
+1,108
+7% +$233K 2.87% 9
2025
Q3 		$3.5M Sell
16,712
-257
-2% -$52K 2.84% 9
2025
Q2 		$3.27M Buy
16,969
+2,991
+21% +$531K 2.91% 9
2025
Q1 		$2.41M Buy
13,978
+331
+2% +$62.6K 2.41% 8
2024
Q4 		$2.59M Buy
+13,647
New +$2.63M 2.46% 9

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vested Financial Planning's VXF Position: Q1 2026 in Review

Vested Financial Planning increased its Vanguard Extended Market ETF (VXF) stake by 9.4% in Q1 2026, buying an estimated $357K and bringing the position to 19,488 shares worth $4.01M. The position accounts for 3.06% of the portfolio, ranked #9.

Vested Financial Planning first reported a position in VXF in Q4 2024 and has held it in 6 quarters since. 1,004 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Vested Financial Planning held 19,488 shares of Vanguard Extended Market ETF worth $4.01M as of Q1 2026.
  • Vested Financial Planning bought 1,668 Vanguard Extended Market ETF shares in Q1 2026, an estimated $357K.
  • Vanguard Extended Market ETF made up 3.06% of Vested Financial Planning's portfolio in Q1 2026, its #9 holding.
  • Vested Financial Planning first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.