Choate Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Choate Investment 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	$2.91M	Sell	11,818 -885	-7%	-$203K	0.05%	143
2026 Q1	$2.61M	Sell	12,703 -259	-2%	-$55.4K	0.05%	137
2025 Q4	$2.71M	Sell	12,962 -104	-0.8%	-$21.8K	0.05%	129
2025 Q3	$2.74M	Buy	13,066 +5,968	+84%	+$1.21M	0.06%	130
2025 Q2	$1.37M	Buy	7,098 +4,742	+201%	+$842K	0.03%	169
2025 Q1	$406K	Sell	2,356 -194	-8%	-$36.7K	0.01%	284
2024 Q4	$484K	Sell	2,550 -126	-5%	-$24.3K	0.01%	271
2024 Q3	$487K	Hold	2,676	–	–	0.01%	264
2024 Q2	$452K	Buy	2,676 +176	+7%	+$29.7K	0.01%	262
2024 Q1	$438K	Buy	+2,500	New	+$415K	0.01%	276

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

Choate Investment Advisors's VXF Position: Q2 2026 in Review

Choate Investment Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 7% in Q2 2026, selling an estimated $203K and leaving 11,818 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #143.

Choate Investment 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.

Choate Investment Advisors held 11,818 shares of Vanguard Extended Market ETF worth $2.91M as of Q2 2026.
Choate Investment Advisors sold 885 Vanguard Extended Market ETF shares in Q2 2026, an estimated $203K.
Vanguard Extended Market ETF made up 0.05% of Choate Investment Advisors's portfolio in Q2 2026, its #143 holding.
Choate Investment 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 Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.