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Wealth Dimensions Group’s Vanguard Extended Market ETF VXF Stock Holding History

Wealth Dimensions Group’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 		$318K Buy
1,293
+3
+0.2% +$687 0.06% 141
2026
Q1 		$266K Sell
1,290
-10
-0.8% -$2.14K 0.05% 145
2025
Q4 		$272K Buy
1,300
+1
+0.1% +$210 0.05% 137
2025
Q3 		$272K Buy
1,299
+1
+0.1% +$202 0.06% 146
2025
Q2 		$250K Buy
1,298
+3
+0.2% +$533 0.06% 145
2025
Q1 		$223K Buy
1,295
+1
+0.1% +$189 0.05% 149
2024
Q4 		$246K Buy
1,294
+3
+0.2% +$578 0.06% 132
2024
Q3 		$235K Buy
1,291
+2
+0.2% +$350 0.06% 133
2024
Q2 		$217K Buy
1,289
+4
+0.3% +$675 0.06% 135
2024
Q1 		$225K Buy
1,285
+3
+0.2% +$498 0.07% 130
2023
Q4 		$211K Buy
+1,282
New +$188K 0.07% 131
2023
Q3 		– Sell
-1,349
Closed -$201K – 138
2023
Q2 		$201K Buy
+1,349
New +$189K 0.07% 134

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 22.96% 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

Wealth Dimensions Group's VXF Position: Q2 2026 in Review

Wealth Dimensions Group increased its Vanguard Extended Market ETF (VXF) stake by 0.23% in Q2 2026, buying an estimated $687 and bringing the position to 1,293 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #141.

Wealth Dimensions Group first reported a position in VXF in Q2 2023 and has held it in 12 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Wealth Dimensions Group held 1,293 shares of Vanguard Extended Market ETF worth $318K as of Q2 2026.
  • Wealth Dimensions Group bought 3 Vanguard Extended Market ETF shares in Q2 2026, an estimated $687.
  • Vanguard Extended Market ETF made up 0.06% of Wealth Dimensions Group's portfolio in Q2 2026, its #141 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Extended Market ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.