Wealth Advisory Solutions
VXF icon

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

Wealth Advisory Solutions’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 		$1.1M Sell
4,735
-77
-2% -$18.5K 0.23% 75
2026
Q2 		$1.18M Buy
4,812
+29
+0.6% +$6.65K 0.24% 73
2026
Q1 		$984K Sell
4,783
-1,293
-21% -$277K 0.22% 73
2025
Q4 		$1.27M Buy
6,076
+25
+0.4% +$5.25K 0.3% 67
2025
Q3 		$1.27M Sell
6,051
-208
-3% -$42.1K 0.31% 68
2025
Q2 		$1.21M Sell
6,259
-341
-5% -$60.6K 0.31% 68
2025
Q1 		$1.14M Sell
6,600
-4,241
-39% -$803K 0.3% 67
2024
Q4 		$2.06M Buy
10,841
+59
+0.5% +$11.4K 0.58% 40
2024
Q3 		$1.96M Sell
10,782
-65
-0.6% -$11.4K 0.54% 44
2024
Q2 		$1.83M Sell
10,847
-577
-5% -$97.4K 0.5% 45
2024
Q1 		$2M Buy
+11,424
New +$1.9M 0.52% 45
2023
Q4 		– Sell
-11,453
Closed -$1.64M – 113
2023
Q3 		$1.64M Sell
11,453
-1,759
-13% -$264K 0.32% 53
2023
Q2 		$1.97M Sell
13,212
-486
-4% -$68.2K 0.52% 48
2023
Q1 		$1.92M Sell
13,698
-63
-0.5% -$8.94K 0.51% 50
2022
Q4 		$1.83M Sell
13,761
-118
-0.9% -$16K 0.49% 55
2022
Q3 		$1.76M Sell
13,879
-13,310
-49% -$1.88M 0.49% 56
2022
Q2 		$3.56M Sell
27,189
-4,089
-13% -$595K 0.88% 45
2022
Q1 		$5.18M Buy
+31,278
New +$5.15M 1.08% 31
2021
Q3 		$5.82M Buy
31,892
+3,161
+11% +$590K 1.29% 19
2021
Q2 		$5.42M Buy
28,731
+680
+2% +$124K 1.29% 21
2021
Q1 		$5M Buy
28,051
+2,889
+11% +$513K 1.04% 31
2020
Q4 		$4.14M Sell
25,162
-4,715
-16% -$699K 1.12% 32
2020
Q3 		$3.88M Sell
29,877
-726
-2% -$92.4K 1.03% 31
2020
Q2 		$3.62M Buy
30,603
+4
+0% +$429 1.01% 30
2020
Q1 		$2.77M Buy
30,599
+9,223
+43% +$1.07M 0.94% 34
2019
Q4 		$2.69M Buy
+21,376
New +$2.58M 0.71% 47

Other funds holding VXF

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Tenon Financial
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FC Advisory
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Wealth Advisory Solutions's VXF Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Vanguard Extended Market ETF (VXF) stake by 1.6% in Q3 2026, selling an estimated $18.5K and leaving 4,735 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #75.

Wealth Advisory Solutions first reported a position in VXF in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.82M in Q3 2021. 292 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Wealth Advisory Solutions held 4,735 shares of Vanguard Extended Market ETF worth $1.1M as of Q3 2026.
  • Wealth Advisory Solutions sold 77 Vanguard Extended Market ETF shares in Q3 2026, an estimated $18.5K.
  • Vanguard Extended Market ETF made up 0.23% of Wealth Advisory Solutions's portfolio in Q3 2026, its #75 holding.
  • Wealth Advisory Solutions first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's Vanguard Extended Market ETF position peaked at $5.82M in Q3 2021.
  • 292 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.