Financial Synergies Wealth Advisors, Inc.

Position in VXF — Vanguard Extended Market ETF

CIK 2017868 HOUSTON, TX

Position in VXF

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,753,192

-$195,609 QoQ

Shares Held

13,378

-5.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,753,192	13,378	-5.1%	Shares	Sole	2026-05-14
2025-12-31	$2,948,801	14,101	-4.7%	Shares	Sole	2026-02-06
2025-09-30	$3,098,441	14,801	-2.6%	Shares	Sole	2025-10-27
2025-06-30	$2,927,650	15,192	-6.0%	Shares	Sole	2025-07-29
2025-03-31	$2,783,204	16,157	-5.2%	Shares	Sole	2025-04-30
2024-12-31	$3,237,449	17,041	-5.3%	Shares	Sole	2025-01-28
2024-09-30	$3,273,636	17,988	-6.0%	Shares	Sole	2024-10-07
2024-06-30	$3,231,484	19,145	+18.8%	Shares	Sole	2024-07-23
2024-03-31	$2,823,424	16,109	-90.8%	Shares	Sole	2024-04-12
2023-12-31	$28,843,378	175,425	+677.1%	Shares	Sole	2024-04-04
2023-09-30	$3,235,388	22,573	+0.3%	Shares	Sole	2024-04-04
2023-06-30	$3,350,460	22,512	-1.9%	Shares	Sole	2024-04-04
2023-03-31	$3,216,889	22,945	-86.9%	Shares	Sole	2024-04-04
2022-12-31	$23,306,965	175,425	-22.9%	Shares	Sole	2024-04-04
2022-09-30	$28,917,652	227,501	-12.9%	Shares	Sole	2024-04-04
2022-06-30	$34,230,734	261,104	-26.4%	Shares	Sole	2024-04-04
2022-03-31	$58,737,900	354,569	+5.4%	Shares	Sole	2024-04-05
2021-12-31	$61,505,143	336,351	-0.5%	Shares	Sole	2024-04-05
2021-09-30	$61,657,557	338,109	+1.2%	Shares	Sole	2024-04-05
2021-06-30	$62,978,687	333,945	+3.9%	Shares	Sole	2024-04-05
2021-03-31	$56,859,935	321,406	+2.4%	Shares	Sole	2024-04-05
2020-12-31	$51,679,218	313,816	+158.5%	Shares	Sole	2024-04-05
2020-09-30	$15,749,564	121,412	—	Shares	Sole	2024-04-05
No filing history on record for this holder in this stock.