Financial Perspectives, Inc
Position in VXF — Vanguard Extended Market ETF
CIK 2003287
MINNEAPOLIS, MN
Position in VXF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$156,613
+$36,997 QoQ
Shares Held
761
+33.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,613 | 761 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $119,616 | 572 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $101,948 | 487 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $51,646 | 268 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $23,082 | 134 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $13,678 | 72 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,825 | 43 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,363 | 14 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $59,684 | 363 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||