XML Financial’s Vanguard Extended Market ETF VXF Stock Holding History

XML Financial’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	$251K	Buy	+1,021	New	+$234K	0.02%	397

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

XML Financial's VXF Position: Q2 2026 in Review

XML Financial opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 1,021 shares worth $251K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings.

1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

XML Financial held 1,021 shares of Vanguard Extended Market ETF worth $251K as of Q2 2026.
Vanguard Extended Market ETF was a new XML Financial position in Q2 2026.
Vanguard Extended Market ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #397 holding.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.