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

Worth 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 Q2	$1.41M	Buy	+5,746	New	+$1.32M	0.59%	44
2026 Q1	–	Sell	-5,827	Closed	-$1.22M	–	185
2025 Q4	$1.22M	Buy	5,827 +145	+3%	+$30.4K	0.59%	42
2025 Q3	$1.19M	Sell	5,682 -119	-2%	-$24.1K	0.67%	34
2025 Q2	$1.12M	Sell	5,801 -63	-1%	-$11.2K	0.69%	35
2025 Q1	$1.01M	Sell	5,864 -134	-2%	-$25.4K	0.64%	36
2024 Q4	$1.14M	Sell	5,998 -301	-5%	-$58K	0.7%	33
2024 Q3	$1.15M	Sell	6,299 -57	-0.9%	-$9.96K	0.67%	33
2024 Q2	$1.07M	Sell	6,356 -76	-1%	-$12.8K	0.7%	34
2024 Q1	$1.13M	Sell	6,432 -47	-0.7%	-$7.8K	0.78%	30
2023 Q4	$1.07M	Buy	6,479 +266	+4%	+$39.1K	0.85%	25
2023 Q3	$891K	Buy	6,213 +337	+6%	+$50.5K	0.8%	28
2023 Q2	$875K	Sell	5,876 -131	-2%	-$18.4K	0.81%	27
2023 Q1	$842K	Sell	6,007 -14,785	-71%	-$2.1M	0.8%	31
2022 Q4	$2.76M	Buy	+20,792	New	+$2.82M	3.21%	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

Worth Financial Advisory Group's VXF Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 5,746 shares worth $1.41M. The stake represents 0.59% of the portfolio and ranks #44 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in VXF as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in VXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.76M in Q4 2022. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Worth Financial Advisory Group held 5,746 shares of Vanguard Extended Market ETF worth $1.41M as of Q2 2026.
Vanguard Extended Market ETF was a new Worth Financial Advisory Group position in Q2 2026.
Vanguard Extended Market ETF made up 0.59% of Worth Financial Advisory Group's portfolio in Q2 2026, its #44 holding.
Worth Financial Advisory Group first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's Vanguard Extended Market ETF position peaked at $2.76M in Q4 2022.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.