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VSM Wealth Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

VSM Wealth Advisory’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 		$7.88M Sell
38,295
-179
-0.5% -$38.3K 2.35% 17
2025
Q4 		$8.06M Sell
38,474
-841
-2% -$177K 2.42% 17
2025
Q3 		$8.23M Sell
39,315
-2,073
-5% -$419K 2.56% 15
2025
Q2 		$7.98M Sell
41,388
-1,510
-4% -$268K 2.63% 13
2025
Q1 		$7.39M Sell
42,898
-2,013
-4% -$381K 2.66% 12
2024
Q4 		$8.53M Buy
+44,911
New +$8.66M 3.04% 11

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 $49B AUM 17.78% 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

VSM Wealth Advisory's VXF Position: Q1 2026 in Review

VSM Wealth Advisory reduced its Vanguard Extended Market ETF (VXF) stake by 0.47% in Q1 2026, selling an estimated $38.3K and leaving 38,295 shares worth $7.88M. The position accounts for 2.35% of the portfolio, ranked #17.

VSM Wealth Advisory first reported a position in VXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.53M in Q4 2024. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • VSM Wealth Advisory held 38,295 shares of Vanguard Extended Market ETF worth $7.88M as of Q1 2026.
  • VSM Wealth Advisory sold 179 Vanguard Extended Market ETF shares in Q1 2026, an estimated $38.3K.
  • Vanguard Extended Market ETF made up 2.35% of VSM Wealth Advisory's portfolio in Q1 2026, its #17 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Vanguard Extended Market ETF position peaked at $8.53M in Q4 2024.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.