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Financial Perspectives’s Vanguard Extended Market ETF VXF Stock Holding History

Financial Perspectives’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 		$189K Buy
768
+7
+0.9% +$1.6K 0.05% 176
2026
Q1 		$157K Buy
761
+189
+33% +$40.5K 0.04% 188
2025
Q4 		$120K Buy
572
+85
+17% +$17.8K 0.03% 211
2025
Q3 		$102K Buy
487
+219
+82% +$44.3K 0.03% 233
2025
Q2 		$51.6K Buy
268
+134
+100% +$23.8K 0.02% 306
2025
Q1 		$23.1K Buy
134
+62
+86% +$11.7K 0.01% 395
2024
Q4 		$13.7K Buy
72
+29
+67% +$5.59K ﹤0.01% 465
2024
Q3 		$7.83K Buy
43
+29
+207% +$5.07K ﹤0.01% 494
2024
Q2 		$2.36K Buy
+14
New +$2.36K ﹤0.01% 566
2024
Q1 		– Sell
-363
Closed -$59.7K – 709
2023
Q4 		$59.7K Buy
+363
New +$53.3K 0.02% 254

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

Financial Perspectives's VXF Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard Extended Market ETF (VXF) stake by 0.92% in Q2 2026, buying an estimated $1.6K and bringing the position to 768 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #176.

Financial Perspectives first reported a position in VXF in Q4 2023 and has held it in 10 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Financial Perspectives held 768 shares of Vanguard Extended Market ETF worth $189K as of Q2 2026.
  • Financial Perspectives bought 7 Vanguard Extended Market ETF shares in Q2 2026, an estimated $1.6K.
  • Vanguard Extended Market ETF made up 0.05% of Financial Perspectives's portfolio in Q2 2026, its #176 holding.
  • Financial Perspectives first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.