Joel Isaacson & Co’s Vanguard Extended Market ETF VXF Stock Holding History

Joel Isaacson & Co’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	$1.06M	Buy	4,298 +26	+0.6%	+$5.96K	0.03%	192
2026 Q1	$879K	Hold	4,272	–	–	0.03%	207
2025 Q4	$893K	Buy	4,272 +1	+0%	+$210	0.03%	201
2025 Q3	$894K	Buy	4,271 +293	+7%	+$59.3K	0.03%	189
2025 Q2	$767K	Hold	3,978	–	–	0.03%	197
2025 Q1	$685K	Hold	3,978	–	–	0.03%	200
2024 Q4	$756K	Buy	3,978 +615	+18%	+$119K	0.03%	179
2024 Q3	$612K	Hold	3,363	–	–	0.03%	191
2024 Q2	$568K	Hold	3,363	–	–	0.03%	196
2024 Q1	$589K	Hold	3,363	–	–	0.03%	192
2023 Q4	$553K	Hold	3,363	–	–	0.03%	181
2023 Q3	$482K	Hold	3,363	–	–	0.03%	191
2023 Q2	$501K	Hold	3,363	–	–	0.03%	194
2023 Q1	$471K	Buy	3,363 +1,014	+43%	+$144K	0.03%	195
2022 Q4	$312K	Hold	2,349	–	–	0.02%	237
2022 Q3	$299K	Hold	2,349	–	–	0.03%	232
2022 Q2	$308K	Hold	2,349	–	–	0.03%	230
2022 Q1	$372K	Hold	2,349	–	–	0.03%	220
2021 Q4	$430K	Hold	2,349	–	–	0.03%	210
2021 Q3	$428K	Hold	2,349	–	–	0.03%	201
2021 Q2	$443K	Hold	2,349	–	–	0.03%	190
2021 Q1	$416K	Hold	2,349	–	–	0.04%	178
2020 Q4	$387K	Hold	2,349	–	–	0.04%	173
2020 Q3	$305K	Hold	2,349	–	–	0.04%	174
2020 Q2	$278K	Buy	+2,349	New	+$252K	0.04%	171

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Joel Isaacson & Co's VXF Position: Q2 2026 in Review

Joel Isaacson & Co increased its Vanguard Extended Market ETF (VXF) stake by 0.61% in Q2 2026, buying an estimated $5.96K and bringing the position to 4,298 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #192.

Joel Isaacson & Co first reported a position in VXF in Q2 2020 and has held it in 25 quarters since. 725 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Joel Isaacson & Co held 4,298 shares of Vanguard Extended Market ETF worth $1.06M as of Q2 2026.
Joel Isaacson & Co bought 26 Vanguard Extended Market ETF shares in Q2 2026, an estimated $5.96K.
Vanguard Extended Market ETF made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #192 holding.
Joel Isaacson & Co first reported a position in Vanguard Extended Market ETF in Q2 2020 and has held it in 25 quarters since.
725 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.