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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

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 22.9% 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

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. 1,073 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.
  • 1,073 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.