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Calton & Associates’s Vanguard Extended Market ETF VXF Stock Holding History

Calton & Associates’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 		$919K Buy
+3,733
New +$855K 0.13% 136
2023
Q4 		– Sell
-7,640
Closed -$1.1M – 288
2023
Q3 		$1.1M Buy
+7,640
New +$1.15M 1.6% 16

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

Calton & Associates's VXF Position: Q2 2026 in Review

Calton & Associates opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 3,733 shares worth $919K. The stake represents 0.13% of the portfolio and ranks #136 among its holdings. This is a return to the name: Calton & Associates previously reported a position in VXF as recently as Q3 2023.

Calton & Associates first reported a position in VXF in Q3 2023 and has held it in 2 quarters since. The position peaked at $1.1M in Q3 2023. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Calton & Associates held 3,733 shares of Vanguard Extended Market ETF worth $919K as of Q2 2026.
  • Vanguard Extended Market ETF was a new Calton & Associates position in Q2 2026.
  • Vanguard Extended Market ETF made up 0.13% of Calton & Associates's portfolio in Q2 2026, its #136 holding.
  • Calton & Associates first reported a position in Vanguard Extended Market ETF in Q3 2023 and has held it in 2 quarters since.
  • Calton & Associates's Vanguard Extended Market ETF position peaked at $1.1M in Q3 2023.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.