Selective Wealth Management, Inc.

Position in VXF — Vanguard Extended Market ETF

CIK 1755670 FOREST, VA

Position in VXF

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$1,201,254

-$275,133 QoQ

Shares Held

5,837

-17.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 67% Shared 0% None 33%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,201,254	5,837	-17.3%	Shares	Sole	2026-04-30
2025-12-31	$1,476,387	7,060	-1.2%	Shares	Sole	2026-01-16
2025-09-30	$1,496,362	7,148	+11.5%	Shares	Sole	2025-10-10
2025-06-30	$1,235,656	6,412	+7.4%	Shares	Sole	2025-07-10
2025-03-31	$1,028,736	5,972	+6.0%	Shares	Sole	2025-04-14
2024-12-31	$1,070,347	5,634	+3.3%	Shares	Sole	2025-01-15
2024-09-30	$992,937	5,456	+34.8%	Shares	Sole	2024-10-09
2024-06-30	$682,924	4,046	+1.1%	Shares	Sole	2024-07-10
2024-03-31	$701,605	4,003	+15.6%	Shares	Sole	2024-04-11
2023-12-31	$569,222	3,462	+10.0%	Shares	Sole	2024-01-05
2023-09-30	$451,202	3,148	+6.3%	Shares	Sole	2023-10-10
2023-06-30	$440,834	2,962	+82.2%	Shares	Sole	2023-07-11
2022-12-31	$216,030	1,626	+1006.1%	Shares	Sole	2023-01-23
2022-09-30	$18,685	147	-78.8%	Shares	Sole	2022-10-21
2022-06-30	$90,852	693	-2.0%	Shares	Sole	2022-07-28
2022-03-31	$117,121	707	-9.4%	Shares	Sole	2022-04-20
2021-12-31	$142,630	780	+13.7%	Shares	Sole	2022-01-18
2021-09-30	$125,098	686	+16.1%	Shares	Sole	2021-10-27
2021-06-30	$111,456	591	+133.6%	Shares	Sole	2021-08-04
2020-12-31	$41,664	253	0.0%	Shares	Sole	2021-01-22
2020-09-30	$32,819	253	-19.2%	Shares	Sole	2020-10-21
2020-06-30	$37,040	313	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.