Vested Financial Planning, LLC
Position in VXF — Vanguard Extended Market ETF
CIK 2044679
SAN CARLOS, CA
Position in VXF
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$4,010,630
+$284,112 QoQ
Shares Held
19,488
+9.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
46.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,010,630 | 19,488 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,726,518 | 17,820 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,498,490 | 16,712 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,270,095 | 16,969 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,407,850 | 13,978 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,592,657 | 13,647 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||