MIAS
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Mason Investment Advisory Services’s Vanguard Extended Market ETF VXF Stock Holding History

Mason Investment Advisory Services’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 		$669K Buy
3,250
+3
+0.1% +$642 0.03% 41
2025
Q4 		$679K Sell
3,247
-42
-1% -$8.82K 0.03% 43
2025
Q3 		$688K Sell
3,289
-240
-7% -$48.6K 0.03% 43
2025
Q2 		$680K Buy
3,529
+3
+0.1% +$533 0.04% 35
2025
Q1 		$607K Sell
3,526
-77
-2% -$14.6K 0.04% 39
2024
Q4 		$685K Buy
3,603
+5
+0.1% +$964 0.04% 32
2024
Q3 		$655K Sell
3,598
-312
-8% -$54.5K 0.04% 35
2024
Q2 		$660K Hold
3,910
– – 0.04% 30
2024
Q1 		$685K Hold
3,910
– – 0.05% 29
2023
Q4 		$643K Hold
3,910
– – 0.05% 30
2023
Q3 		$560K Sell
3,910
-71
-2% -$10.6K 0.05% 29
2023
Q2 		$592K Sell
3,981
-112
-3% -$15.7K 0.05% 26
2023
Q1 		$574K Sell
4,093
-142
-3% -$20.2K 0.05% 25
2022
Q4 		$563K Buy
4,235
+737
+21% +$99.9K 0.06% 28
2022
Q3 		$445K Sell
3,498
-260
-7% -$36.7K 0.05% 35
2022
Q2 		$493K Sell
3,758
-197
-5% -$28.7K 0.05% 36
2022
Q1 		$655K Hold
3,955
– – 0.06% 63
2021
Q4 		$723K Buy
3,955
+635
+19% +$119K 0.06% 61
2021
Q3 		$605K Buy
3,320
+971
+41% +$181K 0.06% 62
2021
Q2 		$443K Buy
+2,349
New +$429K 0.04% 65

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

Mason Investment Advisory Services's VXF Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Vanguard Extended Market ETF (VXF) stake by 0.09% in Q1 2026, buying an estimated $642 and bringing the position to 3,250 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #41.

Mason Investment Advisory Services first reported a position in VXF in Q2 2021 and has held it in 20 quarters since. The position peaked at $723K in Q4 2021. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Mason Investment Advisory Services held 3,250 shares of Vanguard Extended Market ETF worth $669K as of Q1 2026.
  • Mason Investment Advisory Services bought 3 Vanguard Extended Market ETF shares in Q1 2026, an estimated $642.
  • Vanguard Extended Market ETF made up 0.03% of Mason Investment Advisory Services's portfolio in Q1 2026, its #41 holding.
  • Mason Investment Advisory Services first reported a position in Vanguard Extended Market ETF in Q2 2021 and has held it in 20 quarters since.
  • Mason Investment Advisory Services's Vanguard Extended Market ETF position peaked at $723K in Q4 2021.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.