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Foundations Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Foundations Investment 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
Q1 		$396K Buy
1,924
+7
+0.4% +$1.5K ﹤0.01% 797
2025
Q4 		$401K Buy
1,917
+31
+2% +$6.51K 0.01% 789
2025
Q3 		$395K Buy
1,886
+15
+0.8% +$3.04K 0.01% 736
2025
Q2 		$361K Buy
1,871
+525
+39% +$93.2K 0.01% 685
2025
Q1 		$232K Buy
1,346
+169
+14% +$32K ﹤0.01% 785
2024
Q4 		$224K Sell
1,177
-64
-5% -$12.3K ﹤0.01% 767
2024
Q3 		$226K Sell
1,241
-40
-3% -$6.99K ﹤0.01% 731
2024
Q2 		$216K Sell
1,281
-4,391
-77% -$741K 0.01% 703
2024
Q1 		$994K Sell
5,672
-3,592
-39% -$596K 0.03% 322
2023
Q4 		$1.51M Buy
+9,264
New +$1.36M 0.04% 258
2023
Q3 		– Sell
-14,137
Closed -$2.1M – 682
2023
Q2 		$2.1M Buy
+14,137
New +$1.98M 0.07% 190
2022
Q1 		– Sell
-15,313
Closed -$2.7M – 372
2021
Q4 		$2.7M Sell
15,313
-1,393
-8% -$262K 0.1% 77
2021
Q3 		$3.06M Buy
+16,706
New +$3.12M 0.13% 58
2020
Q3 		– Sell
-570,848
Closed -$67.9M – 191
2020
Q2 		$67.9M Buy
+570,848
New +$61.3M 6.01% 9

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Foundations Investment Advisors's VXF Position: Q1 2026 in Review

Foundations Investment Advisors increased its Vanguard Extended Market ETF (VXF) stake by 0.37% in Q1 2026, buying an estimated $1.5K and bringing the position to 1,924 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Foundations Investment Advisors first reported a position in VXF in Q2 2020 and has held it in 14 quarters since. The position peaked at $67.9M in Q2 2020. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Foundations Investment Advisors held 1,924 shares of Vanguard Extended Market ETF worth $396K as of Q1 2026.
  • Foundations Investment Advisors bought 7 Vanguard Extended Market ETF shares in Q1 2026, an estimated $1.5K.
  • Vanguard Extended Market ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #797 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Extended Market ETF in Q2 2020 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Vanguard Extended Market ETF position peaked at $67.9M in Q2 2020.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.