Broadview Financial Management, LLC VXF — VANGUARD EXTENDED MARKET ETF

Ownership history in Broadview Financial Management, LLC  ·  9 quarters on record

AI Ownership Summary

Broadview Financial Management, LLC reported VANGUARD EXTENDED MARKET ETF (VXF) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.17% in 2024 Q4. The latest visible filing shows VXF at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VXF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Broadview Financial Management, LLC's position in VANGUARD EXTENDED MARKET ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VXF was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VXF stock page Broadview Financial Management, LLC fund profile Broadview Financial Management, LLC full holdings
How Broadview Financial Management, LLC held VXF — position size vs. price
% of Fund (quarterly)    VXF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,143 -50 -4.2% 0.16% $235K 2026-05-04 $226.43
2025 Q4 UNCHANGED — — — 1,193 — 0% 0.17% $250K 2026-02-13 $215.59
2025 Q3 ADDED — — — 1,193 +3 +0.3% 0.17% $250K 2025-11-06 $204.68
2025 Q2 ADDED — — — 1,190 +3 +0.3% 0.16% $229K 2025-08-06 $195.36
2025 Q1 REDUCED 7.4% +12.2% ❌ 1,187 -95 -7.4% 0.15% $204K 2025-05-14 $182.69
2024 Q4 REDUCED — — — 1,282 -12 -0.9% 0.17% $244K 2025-02-03 $194.32
2024 Q3 ADDED — — — 1,294 +4 +0.3% 0.16% $236K 2024-11-25 $202.33
2024 Q2 ADDED — — — 1,290 +118 +10.1% 0.16% $218K 2024-08-01 $170.92
2024 Q1 INITIATED — — — 1,172 — — 0.15% $205K 2024-05-10 $166.52

🏢 Other funds also holding VXF

As of 2026 Q1 — sorted by position size

Tenon Financial LLC 20.31% ACT WEALTH MANAGEMENT, LLC 3Y 14.01% Gleason Group, Inc. 3Y 12.93% Plante Moran Financial Advisors, LLC 3Y 7Y 11.06% FC Advisory LLC 3Y 7Y 8.11% Charis Legacy Partners, LLC 8.02% Van Cleef Asset Management,Inc 3Y 7Y 7.73% Journey Beyond Wealth, LLC 7.36% MAYPORT, LLC 3Y 7.0% Investment Planning Advisors, Inc. 6.77%

FAQ About Broadview Financial Management, LLC and VXF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Broadview Financial Management, LLC reported owning VXF?

Broadview Financial Management, LLC reported VXF across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VXF position in Broadview Financial Management, LLC's portfolio?

The largest reported portfolio weight for VXF was 0.17% in 2024 Q4.

What is the latest reported VXF position on this page?

The most recent filing on this page is 2026 Q1, when Broadview Financial Management, LLC reported 1,143 shares, equal to 0.16% of portfolio, with an estimated market value of $235K.

What does the chart on this VXF ownership page compare?

The chart compares Broadview Financial Management, LLC's quarterly VXF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Broadview Financial Management, LLC time their VXF position?

Based on 13F filing dates vs. subsequent VXF price moves, Broadview Financial Management, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on VXF relative to SPY over the holding period was -1.9%.

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