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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
Q2 		$4.32M Buy
17,551
+15,627
+812% +$3.58M 0.04% 275
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

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

Foundations Investment Advisors's VXF Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Extended Market ETF (VXF) stake by 812% in Q2 2026, buying an estimated $3.58M and bringing the position to 17,551 shares worth $4.32M. The position accounts for 0.04% of the portfolio, ranked #275.

Foundations Investment Advisors first reported a position in VXF in Q2 2020 and has held it in 15 quarters since. The position peaked at $67.9M in Q2 2020. 1,069 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Foundations Investment Advisors held 17,551 shares of Vanguard Extended Market ETF worth $4.32M as of Q2 2026.
  • Foundations Investment Advisors bought 15,627 Vanguard Extended Market ETF shares in Q2 2026, an estimated $3.58M.
  • Vanguard Extended Market ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #275 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Extended Market ETF in Q2 2020 and has held it in 15 quarters since.
  • Foundations Investment Advisors's Vanguard Extended Market ETF position peaked at $67.9M in Q2 2020.
  • 1,069 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.