EWA
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EP Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

EP Wealth 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 		$41.7M Buy
169,504
+1,197
+0.7% +$274K 0.16% 106
2026
Q1 		$34.6M Buy
168,307
+118,747
+240% +$25.4M 0.17% 94
2025
Q4 		$10.4M Buy
+49,560
New +$10.4M 0.05% 197
2025
Q2 		$9.91M Buy
51,415
+604
+1% +$107K 0.07% 182
2025
Q1 		$8.75M Sell
50,811
-417
-0.8% -$78.9K 0.07% 161
2024
Q4 		$9.73M Sell
51,228
-1,781
-3% -$343K 0.08% 144
2024
Q3 		$9.65M Sell
53,009
-4,117
-7% -$720K 0.08% 152
2024
Q2 		$9.64M Sell
57,126
-1,206
-2% -$204K 0.1% 120
2024
Q1 		$10.2M Sell
58,332
-1,331
-2% -$221K 0.12% 107
2023
Q4 		$9.81M Sell
59,663
-2,446
-4% -$359K 0.13% 106
2023
Q3 		$8.9M Sell
62,109
-120,008
-66% -$18M 0.14% 108
2023
Q2 		$9.46M Sell
182,117
-7,524
-4% -$1.06M 0.14% 104
2023
Q1 		$11.8M Buy
189,641
+120,626
+175% +$17.1M 0.2% 79
2022
Q4 		$9.17M Buy
+69,015
New +$9.35M 0.17% 91
2022
Q3 		– Sell
-73,308
Closed -$9.61M – 646
2022
Q2 		$9.61M Sell
73,308
-19,046
-21% -$2.77M 0.22% 78
2022
Q1 		$15.3M Sell
92,354
-4,423
-5% -$728K 0.34% 64
2021
Q4 		$17.7M Buy
96,777
+76,661
+381% +$14.4M 0.42% 55
2021
Q3 		$3.67M Sell
20,116
-4,384
-18% -$818K 0.1% 113
2021
Q2 		$4.62M Buy
24,500
+371
+2% +$67.8K 0.13% 108
2021
Q1 		$4.27M Sell
24,129
-1,427
-6% -$253K 0.14% 104
2020
Q4 		$4.21M Sell
25,556
-3,463
-12% -$513K 0.15% 87
2020
Q3 		$3.76M Sell
29,019
-15,582
-35% -$1.98M 0.16% 77
2020
Q2 		$5.28M Sell
44,601
-2,798
-6% -$300K 0.23% 71
2020
Q1 		$4.29M Sell
47,399
-6,905
-13% -$803K 0.21% 79
2019
Q4 		$6.84M Buy
54,304
+34,715
+177% +$4.19M 0.28% 68
2019
Q3 		$2.28M Buy
19,589
+15,589
+390% +$1.83M 0.11% 98
2019
Q2 		$474K Hold
4,000
– – 0.03% 198
2019
Q1 		$462K Hold
4,000
– – 0.04% 174
2018
Q4 		$399K Hold
4,000
– – 0.03% 188
2018
Q3 		$490K Buy
+4,000
New +$489K 0.04% 174

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

EP Wealth Advisors's VXF Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Extended Market ETF (VXF) stake by 0.71% in Q2 2026, buying an estimated $274K and bringing the position to 169,504 shares worth $41.7M. The position accounts for 0.16% of the portfolio, ranked #106.

EP Wealth Advisors first reported a position in VXF in Q3 2018 and has held it in 30 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • EP Wealth Advisors held 169,504 shares of Vanguard Extended Market ETF worth $41.7M as of Q2 2026.
  • EP Wealth Advisors bought 1,197 Vanguard Extended Market ETF shares in Q2 2026, an estimated $274K.
  • Vanguard Extended Market ETF made up 0.16% of EP Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • EP Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q3 2018 and has held it in 30 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.