Forthright Family Wealth Advisory LLC
Position in VXF — Vanguard Extended Market ETF
CIK 2008648
HOUSTON, TX
Position in VXF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$486,717
+$264,137 QoQ
Shares Held
2,365
+104.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $486,717 | 2,365 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $222,580 | 1,155 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $296,459 | 1,721 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $368,181 | 1,938 | Shares | Sole | 2025-03-03 | |
| 2024-09-30 | $397,102 | 2,182 | Shares | Sole | 2024-12-09 | |
| 2024-06-30 | $378,933 | 2,245 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $414,513 | 2,365 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $383,756 | 2,334 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||