Wetzel Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Wetzel Investment 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	$5.05M	Sell	20,517 -2,531	-11%	-$580K	1.75%	13
2026 Q1	$4.74M	Sell	23,048 -615	-3%	-$132K	1.89%	12
2025 Q4	$4.95M	Sell	23,663 -130	-0.5%	-$27.3K	2%	11
2025 Q3	$4.98M	Sell	23,793 -511	-2%	-$103K	2.13%	10
2025 Q2	$4.68M	Sell	24,304 -2,911	-11%	-$517K	2.14%	9
2025 Q1	$4.69M	Sell	27,215 -680	-2%	-$129K	2.36%	11
2024 Q4	$5.3M	Sell	27,895 -626	-2%	-$121K	2.63%	9
2024 Q3	$5.2M	Sell	28,521 -1,431	-5%	-$250K	2.62%	9
2024 Q2	$5.25M	Buy	29,952 +40	+0.1%	+$6.75K	3%	6
2024 Q1	$4.85M	Buy	29,912 +820	+3%	+$136K	2.85%	6
2023 Q4	$4.78M	Buy	+29,092	New	+$4.28M	2.94%	6

Other funds holding VXF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wetzel Investment Advisors's VXF Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 11% in Q2 2026, selling an estimated $580K and leaving 20,517 shares worth $5.05M. The position accounts for 1.75% of the portfolio, ranked #13.

Wetzel Investment Advisors first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.3M in Q4 2024. 1,072 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Wetzel Investment Advisors held 20,517 shares of Vanguard Extended Market ETF worth $5.05M as of Q2 2026.
Wetzel Investment Advisors sold 2,531 Vanguard Extended Market ETF shares in Q2 2026, an estimated $580K.
Vanguard Extended Market ETF made up 1.75% of Wetzel Investment Advisors's portfolio in Q2 2026, its #13 holding.
Wetzel Investment Advisors first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Vanguard Extended Market ETF position peaked at $5.3M in Q4 2024.
1,072 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.