Wescott Financial Advisory Group’s Vanguard Extended Market ETF VXF Stock Holding History

Wescott Financial Advisory 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 Q1	–	Sell	-2,746	Closed	-$574K	–	197
2025 Q4	$574K	Hold	2,746	–	–	0.05%	121
2025 Q3	$575K	Hold	2,746	–	–	0.05%	116
2025 Q2	$529K	Sell	2,746 -36	-1%	-$6.39K	0.05%	114
2025 Q1	$479K	Sell	2,782 -58	-2%	-$11K	0.05%	112
2024 Q4	$540K	Buy	+2,840	New	+$547K	0.06%	108

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wescott Financial Advisory Group's VXF Position: Q1 2026 in Review

Wescott Financial Advisory Group sold out of Vanguard Extended Market ETF (VXF) in Q1 2026, closing a stake of 2,746 shares — an estimated $574K sold.

Wescott Financial Advisory Group first reported a position in VXF in Q4 2024 and held it in 5 quarters. The position peaked at $575K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Wescott Financial Advisory Group reported no remaining Vanguard Extended Market ETF position as of Q1 2026 after selling out during the quarter.
Wescott Financial Advisory Group sold 2,746 Vanguard Extended Market ETF shares in Q1 2026, an estimated $574K.
Wescott Financial Advisory Group first reported a position in Vanguard Extended Market ETF in Q4 2024 and held it in 5 quarters.
Wescott Financial Advisory Group's Vanguard Extended Market ETF position peaked at $575K in Q3 2025.
1,009 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.