WA
VXF icon

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
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

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

Waverly Advisors's VXF Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Extended Market ETF (VXF) stake by 5% in Q1 2026, buying an estimated $161K and bringing the position to 15,819 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #523.

Waverly Advisors first reported a position in VXF in Q3 2013 and has held it in 10 quarters since. The position peaked at $3.89M in Q3 2024. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Waverly Advisors held 15,819 shares of Vanguard Extended Market ETF worth $3.26M as of Q1 2026.
  • Waverly Advisors bought 753 Vanguard Extended Market ETF shares in Q1 2026, an estimated $161K.
  • Vanguard Extended Market ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #523 holding.
  • Waverly Advisors first reported a position in Vanguard Extended Market ETF in Q3 2013 and has held it in 10 quarters since.
  • Waverly Advisors's Vanguard Extended Market ETF position peaked at $3.89M in Q3 2024.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.