Forum Financial Management, LP
Position in VXF — Vanguard Extended Market ETF
CIK 1911832
LOMBARD, IL
Position in VXF
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$705,894
-$11,387 QoQ
Shares Held
3,430
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $705,894 | 3,430 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $717,281 | 3,430 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $718,036 | 3,430 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $655,214 | 3,400 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $591,713 | 3,435 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $668,539 | 3,519 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $635,873 | 3,494 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $579,287 | 3,432 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $588,206 | 3,356 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $551,793 | 3,356 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $351,301 | 2,451 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $335,016 | 2,251 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $315,590 | 2,251 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $308,766 | 2,324 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $298,454 | 2,348 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $237,815 | 1,814 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $300,507 | 1,814 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $305,559 | 1,671 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||