Allegheny Financial Group’s Vanguard Extended Market ETF VXF Stock Holding History

Allegheny Financial Group’s Portfolio VXF Stock Details VXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$209K	Buy	+849	New	+$195K	0.02%	287
2025 Q4	–	Sell	-1,104	Closed	-$231K	–	293
2025 Q3	$231K	Buy	1,104 +3	+0.3%	+$607	0.04%	231
2025 Q2	$212K	Buy	+1,101	New	+$196K	0.05%	233
2025 Q1	–	Sell	-1,094	Closed	-$208K	–	247
2024 Q4	$208K	Sell	1,094 -88	-7%	-$17K	0.05%	214
2024 Q3	$215K	Buy	+1,182	New	+$207K	0.05%	227
2024 Q2	–	Sell	-1,178	Closed	-$207K	–	232
2024 Q1	$207K	Sell	1,178 -52	-4%	-$8.63K	0.06%	194
2023 Q4	$202K	Buy	+1,230	New	+$181K	0.06%	203
2022 Q1	–	Sell	-1,146	Closed	-$210K	–	170
2021 Q4	$210K	Buy	1,146 +5	+0.4%	+$940	0.08%	147
2021 Q3	$208K	Buy	1,141 +1	+0.1%	+$187	0.1%	137
2021 Q2	$215K	Buy	+1,140	New	+$208K	0.1%	136

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allegheny Financial Group's VXF Position: Q2 2026 in Review

Allegheny Financial Group opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 849 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #287 among its holdings. This is a return to the name: Allegheny Financial Group previously reported a position in VXF as recently as Q3 2025.

Allegheny Financial Group first reported a position in VXF in Q2 2021 and has held it in 10 quarters since. The position peaked at $231K in Q3 2025. 1,073 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Allegheny Financial Group held 849 shares of Vanguard Extended Market ETF worth $209K as of Q2 2026.
Vanguard Extended Market ETF was a new Allegheny Financial Group position in Q2 2026.
Vanguard Extended Market ETF made up 0.02% of Allegheny Financial Group's portfolio in Q2 2026, its #287 holding.
Allegheny Financial Group first reported a position in Vanguard Extended Market ETF in Q2 2021 and has held it in 10 quarters since.
Allegheny Financial Group's Vanguard Extended Market ETF position peaked at $231K in Q3 2025.
1,073 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.