Annis Gardner Whiting Capital Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Annis Gardner Whiting Capital 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	$404K	Hold	1,639	–	–	0.06%	232
2026 Q1	$337K	Hold	1,639	–	–	0.05%	239
2025 Q4	$343K	Hold	1,639	–	–	0.07%	233
2025 Q3	$343K	Hold	1,639	–	–	0.07%	217
2025 Q2	$316K	Hold	1,639	–	–	0.11%	166
2025 Q1	$282K	Hold	1,639	–	–	0.12%	157
2024 Q4	$311K	Hold	1,639	–	–	0.09%	175
2024 Q3	$299K	Hold	1,639	–	–	0.08%	182
2024 Q2	$278K	Hold	1,639	–	–	0.08%	187
2024 Q1	$287K	Buy	+1,639	New	+$272K	0.1%	154

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

Annis Gardner Whiting Capital Advisors's VXF Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,639 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #232.

Annis Gardner Whiting Capital Advisors first reported a position in VXF in Q1 2024 and has held it in 10 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 1,639 shares of Vanguard Extended Market ETF worth $404K as of Q2 2026.
Annis Gardner Whiting Capital Advisors left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #232 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Extended Market ETF in Q1 2024 and has held it in 10 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.