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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Five Pine Wealth Management's VXF Position: Q1 2026 in Review

Five Pine Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 15% in Q1 2026, buying an estimated $385K and bringing the position to 13,948 shares worth $2.87M. The position accounts for 1.78% of the portfolio, ranked #16.

Five Pine Wealth Management first reported a position in VXF in Q4 2024 and has held it in 6 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Five Pine Wealth Management held 13,948 shares of Vanguard Extended Market ETF worth $2.87M as of Q1 2026.
Five Pine Wealth Management bought 1,800 Vanguard Extended Market ETF shares in Q1 2026, an estimated $385K.
Vanguard Extended Market ETF made up 1.78% of Five Pine Wealth Management's portfolio in Q1 2026, its #16 holding.
Five Pine Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 6 quarters since.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.