Confluence Wealth Services, Inc.
Position in VXF — Vanguard Extended Market ETF
CIK 1910411
MCMURRAY, PA
Position in VXF
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,800,955
-$28,845 QoQ
Shares Held
8,751
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,800,955 | 8,751 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,829,800 | 8,750 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,810,372 | 8,648 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,661,545 | 8,622 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,486,431 | 8,629 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $843,705 | 4,636 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $782,172 | 4,634 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $759,795 | 4,335 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $700,593 | 4,261 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $618,325 | 4,314 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $640,564 | 4,304 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $621,366 | 4,432 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $582,989 | 4,388 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $622,839 | 4,900 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $255,120 | 1,946 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $212,873 | 1,285 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $220,712 | 1,207 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||