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West Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

West Financial 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 		$15.7M Sell
63,648
-412
-0.6% -$94.4K 2.38% 14
2026
Q1 		$13.2M Buy
64,060
+921
+1% +$197K 2.24% 14
2025
Q4 		$13.2M Sell
63,139
-2,796
-4% -$587K 2.23% 13
2025
Q3 		$13.8M Sell
65,935
-972
-1% -$197K 2.28% 13
2025
Q2 		$12.9M Buy
66,907
+5,037
+8% +$895K 2.24% 13
2025
Q1 		$10.7M Buy
61,870
+138
+0.2% +$26.1K 2.03% 13
2024
Q4 		$11.7M Sell
61,732
-554
-0.9% -$107K 2.26% 13
2024
Q3 		$11.3M Buy
62,286
+985
+2% +$172K 2.19% 12
2024
Q2 		$10.3M Sell
61,301
-1,704
-3% -$288K 2.15% 11
2024
Q1 		$11M Sell
63,005
-1,372
-2% -$228K 2.37% 10
2023
Q4 		$10.6M Sell
64,377
-2,100
-3% -$309K 2.41% 10
2023
Q3 		$9.53M Sell
66,477
-238
-0.4% -$35.7K 2.39% 11
2023
Q2 		$9.93M Buy
66,715
+1,312
+2% +$184K 2.44% 11
2023
Q1 		$9.17M Sell
65,403
-4,074
-6% -$578K 2.4% 11
2022
Q4 		$9.23M Buy
69,477
+3,465
+5% +$470K 2.58% 12
2022
Q3 		$8.39M Buy
66,012
+3,429
+5% +$483K 2.51% 11
2022
Q2 		$8.21M Sell
62,583
-9,964
-14% -$1.45M 2.39% 11
2022
Q1 		$12M Buy
72,547
+1,473
+2% +$242K 3.16% 10
2021
Q4 		$13M Buy
71,074
+1,789
+3% +$336K 3.49% 10
2021
Q3 		$12.6M Buy
69,285
+1,553
+2% +$290K 3.7% 9
2021
Q2 		$12.8M Buy
67,732
+5,007
+8% +$915K 3.9% 9
2021
Q1 		$11.1M Buy
62,725
+1,577
+3% +$280K 3.72% 10
2020
Q4 		$10.1M Buy
+61,148
New +$9.06M 3.57% 10

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

West Financial Advisors's VXF Position: Q2 2026 in Review

West Financial Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 0.64% in Q2 2026, selling an estimated $94.4K and leaving 63,648 shares worth $15.7M. The position accounts for 2.38% of the portfolio, ranked #14.

West Financial Advisors first reported a position in VXF in Q4 2020 and has held it in 23 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • West Financial Advisors held 63,648 shares of Vanguard Extended Market ETF worth $15.7M as of Q2 2026.
  • West Financial Advisors sold 412 Vanguard Extended Market ETF shares in Q2 2026, an estimated $94.4K.
  • Vanguard Extended Market ETF made up 2.38% of West Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • West Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.