PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in VXF — Vanguard Extended Market ETF
CIK 1350660
FORT WAYNE, IN
Position in VXF
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,782,845
-$248,337 QoQ
Shares Held
8,663
-10.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,782,845 | 8,663 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,031,182 | 9,713 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,033,319 | 9,713 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,871,792 | 9,713 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,679,879 | 9,752 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,852,684 | 9,752 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,774,766 | 9,752 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,691,107 | 10,019 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,756,030 | 10,019 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,695,005 | 10,309 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,477,588 | 10,309 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,552,892 | 10,434 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,455,836 | 10,384 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,371,646 | 10,324 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,305,801 | 10,273 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,463,207 | 11,161 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,881,400 | 11,357 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,142,387 | 11,716 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,062,673 | 11,311 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,132,952 | 11,310 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,044,371 | 11,556 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,954,422 | 11,868 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,618,386 | 12,476 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,506,586 | 12,731 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,044,469 | 11,536 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||