World Equity Group
VXF icon

World Equity Group’s Vanguard Extended Market ETF VXF Stock Holding History

World Equity 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
Q3 		$278K Sell
1,199
-315
-21% -$75.8K 0.11% 188
2026
Q2 		$373K Buy
1,514
+119
+9% +$27.3K 0.08% 270
2026
Q1 		$267K Buy
1,395
+63
+5% +$13.5K 0.07% 310
2025
Q4 		$278K Buy
1,332
+25
+2% +$5.25K 0.08% 278
2025
Q3 		$274K Buy
1,307
+43
+3% +$8.7K 0.06% 294
2025
Q2 		$244K Sell
1,264
-41
-3% -$7.28K 0.07% 279
2025
Q1 		$225K Sell
1,305
-1,491
-53% -$282K 0.06% 277
2024
Q4 		$531K Buy
2,796
+1,377
+97% +$265K 0.11% 183
2024
Q3 		$258K Buy
+1,419
New +$248K 0.09% 208
2024
Q2 		– Sell
-2,086
Closed -$366K – 325
2024
Q1 		$366K Sell
2,086
-682
-25% -$113K 0.08% 218
2023
Q4 		$455K Sell
2,768
-120
-4% -$17.6K 0.09% 201
2023
Q3 		$413K Buy
2,888
+1,434
+99% +$215K 0.09% 223
2023
Q2 		$216K Sell
1,454
-4,405
-75% -$618K 0.06% 282
2023
Q1 		$265K Buy
5,859
+2,627
+81% +$373K 0.04% 404
2022
Q4 		$429K Sell
3,232
-89
-3% -$12.1K 0.1% 202
2022
Q3 		$422K Sell
3,321
-207
-6% -$29.2K 0.11% 188
2022
Q2 		$462K Buy
3,528
+34
+1% +$4.95K 0.12% 191
2022
Q1 		$579K Buy
+3,494
New +$575K 0.12% 188

Other funds holding VXF

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Tenon Financial
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

World Equity Group's VXF Position: Q3 2026 in Review

World Equity Group reduced its Vanguard Extended Market ETF (VXF) stake by 21% in Q3 2026, selling an estimated $75.8K and leaving 1,199 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #188.

World Equity Group first reported a position in VXF in Q1 2022 and has held it in 18 quarters since. The position peaked at $579K in Q1 2022. 309 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • World Equity Group held 1,199 shares of Vanguard Extended Market ETF worth $278K as of Q3 2026.
  • World Equity Group sold 315 Vanguard Extended Market ETF shares in Q3 2026, an estimated $75.8K.
  • Vanguard Extended Market ETF made up 0.11% of World Equity Group's portfolio in Q3 2026, its #188 holding.
  • World Equity Group first reported a position in Vanguard Extended Market ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Vanguard Extended Market ETF position peaked at $579K in Q1 2022.
  • 309 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.