Copia Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Copia Wealth Management’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	$35.9K	Hold	146	–	–	0.02%	243
2026 Q1	$30K	Hold	146	–	–	0.02%	244
2025 Q4	$30.5K	Hold	146	–	–	0.02%	240
2025 Q3	$30.6K	Hold	146	–	–	0.02%	228
2025 Q2	$28.1K	Hold	146	–	–	0.02%	209
2025 Q1	$25.1K	Hold	146	–	–	0.02%	206
2024 Q4	$27.7K	Buy	+146	New	+$28.1K	0.03%	182

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

Copia Wealth Management's VXF Position: Q2 2026 in Review

Copia Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 146 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #243.

Copia Wealth Management first reported a position in VXF in Q4 2024 and has held it in 7 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Copia Wealth Management held 146 shares of Vanguard Extended Market ETF worth $35.9K as of Q2 2026.
Copia Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #243 holding.
Copia Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 7 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.