Cape Investment Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

Cape Investment Advisory’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	$14.8K	Buy	+60	New	+$13.8K	﹤0.01%	778
2026 Q1	–	Sell	-60	Closed	-$12.5K	–	1206
2025 Q4	$12.5K	Buy	+60	New	+$12.6K	﹤0.01%	708
2025 Q3	–	Sell	-60	Closed	-$11.6K	–	1196
2025 Q2	$11.6K	Hold	60	–	–	﹤0.01%	612
2025 Q1	$10.3K	Hold	60	–	–	﹤0.01%	597
2024 Q4	$11.4K	Hold	60	–	–	﹤0.01%	555
2024 Q3	$10.9K	Hold	60	–	–	﹤0.01%	548
2024 Q2	$10.1K	Hold	60	–	–	﹤0.01%	517
2024 Q1	$10.5K	Hold	60	–	–	﹤0.01%	539
2023 Q4	$9.87K	Hold	60	–	–	﹤0.01%	666
2023 Q3	$8.6K	Buy	+60	New	+$9K	﹤0.01%	583

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

Cape Investment Advisory's VXF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 60 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in VXF as recently as Q4 2025.

Cape Investment Advisory first reported a position in VXF in Q3 2023 and has held it in 10 quarters since. 1,073 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Cape Investment Advisory held 60 shares of Vanguard Extended Market ETF worth $14.8K as of Q2 2026.
Vanguard Extended Market ETF was a new Cape Investment Advisory position in Q2 2026.
Vanguard Extended Market ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #778 holding.
Cape Investment Advisory first reported a position in Vanguard Extended Market ETF in Q3 2023 and has held it in 10 quarters since.
1,073 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.