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

Concurrent 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 		$12.4M Buy
50,483
+25,733
+104% +$5.9M 0.11% 212
2026
Q1 		$5.09M Buy
24,750
+4,962
+25% +$1.06M 0.06% 353
2025
Q4 		$4.14M Buy
19,788
+2,174
+12% +$457K 0.05% 374
2025
Q3 		$3.69M Sell
17,614
-195
-1% -$39.5K 0.06% 302
2025
Q2 		$3.43M Buy
17,809
+1,442
+9% +$256K 0.07% 295
2025
Q1 		$2.82M Buy
16,367
+3,209
+24% +$607K 0.07% 295
2024
Q4 		$2.5M Buy
13,158
+53
+0.4% +$10.2K 0.07% 277
2024
Q3 		$2.39M Buy
13,105
+35
+0.3% +$6.12K 0.07% 266
2024
Q2 		$2.21M Sell
13,070
-228
-2% -$38.5K 0.07% 250
2024
Q1 		$2.33M Sell
13,298
-1,398
-10% -$232K 0.09% 220
2023
Q4 		$2.42M Buy
+14,696
New +$2.16M 0.11% 196

Other funds holding VXF

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Extended Market ETF (VXF) stake by 104% in Q2 2026, buying an estimated $5.9M and bringing the position to 50,483 shares worth $12.4M. The position accounts for 0.11% of the portfolio, ranked #212.

Concurrent Investment Advisors first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. 405 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Concurrent Investment Advisors held 50,483 shares of Vanguard Extended Market ETF worth $12.4M as of Q2 2026.
  • Concurrent Investment Advisors bought 25,733 Vanguard Extended Market ETF shares in Q2 2026, an estimated $5.9M.
  • Vanguard Extended Market ETF made up 0.11% of Concurrent Investment Advisors's portfolio in Q2 2026, its #212 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 405 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.