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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

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 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. 323 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.
  • 323 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.