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Kestra Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

Kestra Investment 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
Q2 		$136M Buy
550,893
+42,560
+8% +$9.75M 2.63% 8
2026
Q1 		$105M Buy
+508,333
New +$109M 1.8% 16
2025
Q1 		– Sell
-81
Closed -$15.4K – 1408
2024
Q4 		$15.4K Buy
+81
New +$15.6K ﹤0.01% 766

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

Kestra Investment Management's VXF Position: Q2 2026 in Review

Kestra Investment Management increased its Vanguard Extended Market ETF (VXF) stake by 8.4% in Q2 2026, buying an estimated $9.75M and bringing the position to 550,893 shares worth $136M. The position accounts for 2.63% of the portfolio, ranked #8.

Kestra Investment Management first reported a position in VXF in Q4 2024 and has held it in 3 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Kestra Investment Management held 550,893 shares of Vanguard Extended Market ETF worth $136M as of Q2 2026.
  • Kestra Investment Management bought 42,560 Vanguard Extended Market ETF shares in Q2 2026, an estimated $9.75M.
  • Vanguard Extended Market ETF made up 2.63% of Kestra Investment Management's portfolio in Q2 2026, its #8 holding.
  • Kestra Investment Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.