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Clearstead Trust’s Vanguard Extended Market ETF VXF Stock Holding History

Clearstead 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 		$414K Buy
1,681
+173
+11% +$39.6K 0.05% 126
2026
Q1 		$310K Hold
1,508
– – 0.05% 146
2025
Q4 		$315K Hold
1,508
– – 0.05% 155
2025
Q3 		$316K Hold
1,508
– – 0.05% 144
2025
Q2 		$291K Hold
1,508
– – 0.06% 143
2025
Q1 		$260K Hold
1,508
– – 0.06% 133
2024
Q4 		$286K Hold
1,508
– – 0.06% 126
2024
Q3 		$274K Hold
1,508
– – 0.07% 117
2024
Q2 		$255K Hold
1,508
– – 0.06% 119
2024
Q1 		$264K Sell
1,508
-8,536
-85% -$1.42M 0.07% 117
2023
Q4 		$1.65M Buy
+10,044
New +$1.48M 0.45% 35

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

Clearstead Trust's VXF Position: Q2 2026 in Review

Clearstead Trust increased its Vanguard Extended Market ETF (VXF) stake by 11% in Q2 2026, buying an estimated $39.6K and bringing the position to 1,681 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #126.

Clearstead Trust first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q4 2023. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Clearstead Trust held 1,681 shares of Vanguard Extended Market ETF worth $414K as of Q2 2026.
  • Clearstead Trust bought 173 Vanguard Extended Market ETF shares in Q2 2026, an estimated $39.6K.
  • Vanguard Extended Market ETF made up 0.05% of Clearstead Trust's portfolio in Q2 2026, its #126 holding.
  • Clearstead Trust first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Clearstead Trust's Vanguard Extended Market ETF position peaked at $1.65M in Q4 2023.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.