Holos Integrated Wealth LLC
Position in VXF — Vanguard Extended Market ETF
CIK 2080096
KENNETT SQUARE, PA
Position in VXF
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$756,932
-$12,211 QoQ
Shares Held
3,678
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $756,932 | 3,678 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $769,143 | 3,678 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $790,886 | 3,778 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $728,058 | 3,778 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $650,798 | 3,778 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $717,744 | 3,778 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||