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Cornerstone Planning Group’s Vanguard Extended Market ETF VXF Stock Holding History

Cornerstone Planning Group’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 		$412K Sell
1,732
-59
-3% -$13.5K 0.05% 116
2026
Q1 		$411K Buy
1,791
+1
+0.1% +$214 0.05% 108
2025
Q4 		$391K Buy
1,790
+1,628
+1,005% +$342K 0.06% 96
2025
Q3 		$23.1K Sell
162
-264
-62% -$53.4K ﹤0.01% 534
2025
Q2 		$84K Sell
426
-209
-33% -$37.1K 0.02% 162
2025
Q1 		$105K Buy
635
+257
+68% +$48.6K 0.03% 137
2024
Q4 		$74.7K Sell
378
-63
-14% -$12.1K 0.02% 140
2024
Q3 		$81.9K Sell
441
-184
-29% -$32.2K 0.02% 131
2024
Q2 		$102K Sell
625
-132
-17% -$22.3K 0.03% 132
2024
Q1 		$128K Sell
757
-230
-23% -$38.2K 0.04% 103
2023
Q4 		$162K Sell
987
-780
-44% -$115K 0.05% 91
2023
Q3 		$253K Sell
1,767
-233
-12% -$34.9K 0.1% 68
2023
Q2 		$298K Buy
+2,000
New +$281K 0.12% 68
2022
Q4 		$404K Buy
+2,917
New +$395K 0.17% 67

Other funds holding VXF

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Cornerstone Planning Group's VXF Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard Extended Market ETF (VXF) stake by 3.3% in Q2 2026, selling an estimated $13.5K and leaving 1,732 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #116.

Cornerstone Planning Group first reported a position in VXF in Q4 2022 and has held it in 14 quarters since. 725 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Cornerstone Planning Group held 1,732 shares of Vanguard Extended Market ETF worth $412K as of Q2 2026.
  • Cornerstone Planning Group sold 59 Vanguard Extended Market ETF shares in Q2 2026, an estimated $13.5K.
  • Vanguard Extended Market ETF made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #116 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 725 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.