Amplius Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Amplius Wealth Advisors’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	$224K	Buy	+910	New	+$209K	0.02%	194
2025 Q3	–	Sell	-1,059	Closed	-$204K	–	206
2025 Q2	$204K	Buy	+1,059	New	+$188K	0.02%	197
2022 Q2	–	Sell	-1,236	Closed	-$204K	–	201
2022 Q1	$204K	Sell	1,236 -1,349	-52%	-$222K	0.03%	169
2021 Q4	$472K	Buy	+2,585	New	+$486K	0.07%	112

Other funds holding VXF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Amplius Wealth Advisors's VXF Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 910 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in VXF as recently as Q2 2025.

Amplius Wealth Advisors first reported a position in VXF in Q4 2021 and has held it in 4 quarters since. The position peaked at $472K in Q4 2021. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Amplius Wealth Advisors held 910 shares of Vanguard Extended Market ETF worth $224K as of Q2 2026.
Vanguard Extended Market ETF was a new Amplius Wealth Advisors position in Q2 2026.
Vanguard Extended Market ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Amplius Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 4 quarters since.
Amplius Wealth Advisors's Vanguard Extended Market ETF position peaked at $472K in Q4 2021.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.