DBRC
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D.B. Root & Company’s Vanguard Extended Market ETF VXF Stock Holding History

D.B. Root & Company’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 		$303K Sell
1,230
-33
-3% -$7.56K 0.06% 160
2026
Q1 		$260K Buy
+1,263
New +$270K 0.06% 167
2018
Q2 		– Sell
-2,638
Closed -$294K – 209
2018
Q1 		$294K Sell
2,638
-297
-10% -$33.7K 0.16% 158
2017
Q4 		$328K Buy
+2,935
New +$321K 0.28% 80

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

D.B. Root & Company's VXF Position: Q2 2026 in Review

D.B. Root & Company reduced its Vanguard Extended Market ETF (VXF) stake by 2.6% in Q2 2026, selling an estimated $7.56K and leaving 1,230 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #160.

D.B. Root & Company first reported a position in VXF in Q4 2017 and has held it in 4 quarters since. The position peaked at $328K in Q4 2017. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • D.B. Root & Company held 1,230 shares of Vanguard Extended Market ETF worth $303K as of Q2 2026.
  • D.B. Root & Company sold 33 Vanguard Extended Market ETF shares in Q2 2026, an estimated $7.56K.
  • Vanguard Extended Market ETF made up 0.06% of D.B. Root & Company's portfolio in Q2 2026, its #160 holding.
  • D.B. Root & Company first reported a position in Vanguard Extended Market ETF in Q4 2017 and has held it in 4 quarters since.
  • D.B. Root & Company's Vanguard Extended Market ETF position peaked at $328K in Q4 2017.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.