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Waverly Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Waverly 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
Q2 		$5.44M Buy
22,105
+6,286
+40% +$1.44M 0.03% 425
2026
Q1 		$3.26M Buy
15,819
+753
+5% +$161K 0.02% 523
2025
Q4 		$3.15M Buy
15,066
+241
+2% +$50.6K 0.03% 479
2025
Q3 		$3.1M Sell
14,825
-2,330
-14% -$471K 0.03% 411
2025
Q2 		$3.31M Buy
17,155
+275
+2% +$48.8K 0.04% 388
2025
Q1 		$2.91M Buy
16,880
+41
+0.2% +$7.76K 0.04% 398
2024
Q4 		$3.2M Sell
16,839
-4,542
-21% -$876K 0.05% 285
2024
Q3 		$3.89M Sell
21,381
-9
-0% -$1.57K 0.07% 224
2024
Q2 		$3.61M Sell
21,390
-125
-0.6% -$21.1K 0.07% 229
2024
Q1 		$3.77M Buy
+21,515
New +$3.57M 0.09% 176
2013
Q4 		– Sell
-605
Closed -$47K – 847
2013
Q3 		$47K Buy
+605
New +$45.1K 0.02% 259

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors's VXF Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Extended Market ETF (VXF) stake by 40% in Q2 2026, buying an estimated $1.44M and bringing the position to 22,105 shares worth $5.44M. The position accounts for 0.03% of the portfolio, ranked #425.

Waverly Advisors first reported a position in VXF in Q3 2013 and has held it in 11 quarters since. 1,073 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Waverly Advisors held 22,105 shares of Vanguard Extended Market ETF worth $5.44M as of Q2 2026.
  • Waverly Advisors bought 6,286 Vanguard Extended Market ETF shares in Q2 2026, an estimated $1.44M.
  • Vanguard Extended Market ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #425 holding.
  • Waverly Advisors first reported a position in Vanguard Extended Market ETF in Q3 2013 and has held it in 11 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.