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Bawa N Mallick Trust’s Vanguard Extended Market ETF VXF Stock Holding History

Bawa N Mallick Trust’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 		$246K Hold
1,000
– – 0.08% 71
2026
Q1 		$206K Hold
1,000
– – 0.08% 69
2025
Q4 		$209K Hold
1,000
– – 0.08% 72
2025
Q3 		$209K Buy
+1,000
New +$202K 0.08% 73

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bawa N Mallick Trust's VXF Position: Q2 2026 in Review

Bawa N Mallick Trust held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,000 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #71.

Bawa N Mallick Trust first reported a position in VXF in Q3 2025 and has held it in 4 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Bawa N Mallick Trust held 1,000 shares of Vanguard Extended Market ETF worth $246K as of Q2 2026.
  • Bawa N Mallick Trust left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up 0.08% of Bawa N Mallick Trust's portfolio in Q2 2026, its #71 holding.
  • Bawa N Mallick Trust first reported a position in Vanguard Extended Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.