CIA
VXF icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return