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

Five Pine 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 Q3	$3.39M	Sell	14,644 -244	-2%	-$58.7K	1.92%	14
2026 Q2	$3.67M	Buy	14,888 +940	+7%	+$215K	2.07%	14
2026 Q1	$2.87M	Buy	13,948 +1,800	+15%	+$385K	1.78%	16
2025 Q4	$2.54M	Buy	12,148 +58	+0.5%	+$12.2K	1.63%	16
2025 Q3	$2.53M	Sell	12,090 -318	-3%	-$64.3K	1.71%	14
2025 Q2	$2.39M	Buy	12,408 +1,216	+11%	+$216K	1.77%	15
2025 Q1	$1.93M	Buy	11,192 +67	+0.6%	+$12.7K	1.57%	17
2024 Q4	$2.11M	Buy	+11,125	New	+$2.14M	1.78%	15

Other funds holding VXF

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Five Pine Wealth Management's VXF Position: Q3 2026 in Review

Five Pine Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 1.6% in Q3 2026, selling an estimated $58.7K and leaving 14,644 shares worth $3.39M. The position accounts for 1.92% of the portfolio, ranked #14.

Five Pine Wealth Management first reported a position in VXF in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.67M in Q2 2026. 332 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

Five Pine Wealth Management held 14,644 shares of Vanguard Extended Market ETF worth $3.39M as of Q3 2026.
Five Pine Wealth Management sold 244 Vanguard Extended Market ETF shares in Q3 2026, an estimated $58.7K.
Vanguard Extended Market ETF made up 1.92% of Five Pine Wealth Management's portfolio in Q3 2026, its #14 holding.
Five Pine Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 8 quarters since.
Five Pine Wealth Management's Vanguard Extended Market ETF position peaked at $3.67M in Q2 2026.
332 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.