Heritage Family Offices, LLP
Family OfficePosition in VXF — Vanguard Extended Market ETF
CIK 2019316
SCOTTSDALE, AZ
Position in VXF
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$374,144
-$7,918 QoQ
Shares Held
1,818
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $374,144 | 1,818 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $382,062 | 1,827 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $382,464 | 1,827 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $350,346 | 1,818 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $313,168 | 1,818 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $345,383 | 1,818 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $330,857 | 1,818 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $306,860 | 1,818 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||