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

Milestone 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	$433K	Hold	1,758	–	–	0.09%	71
2026 Q1	$362K	Hold	1,758	–	–	0.09%	73
2025 Q4	$368K	Hold	1,758	–	–	0.09%	71
2025 Q3	$368K	Hold	1,758	–	–	0.09%	68
2025 Q2	$339K	Hold	1,758	–	–	0.09%	69
2025 Q1	$303K	Hold	1,758	–	–	0.08%	70
2024 Q4	$334K	Hold	1,758	–	–	0.09%	71
2024 Q3	$320K	Hold	1,758	–	–	0.09%	73
2024 Q2	$297K	Sell	1,758 -22	-1%	-$3.71K	0.08%	69
2024 Q1	$312K	Sell	1,780 -94	-5%	-$15.6K	0.08%	65
2023 Q4	$308K	Sell	1,874 -1,153	-38%	-$169K	0.09%	59
2023 Q3	$434K	Sell	3,027 -948	-24%	-$142K	0.12%	67
2023 Q2	$592K	Sell	3,975 -5,148	-56%	-$722K	0.18%	48
2023 Q1	$1.28M	Sell	9,123 -3,532	-28%	-$501K	0.39%	38
2022 Q4	$1.68M	Buy	+12,655	New	+$1.71M	0.59%	33

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Milestone Investment Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,758 shares worth $433K. The position accounts for 0.09% of the portfolio, ranked #71.

Milestone Investment Advisors first reported a position in VXF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.68M in Q4 2022. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Milestone Investment Advisors held 1,758 shares of Vanguard Extended Market ETF worth $433K as of Q2 2026.
Milestone Investment Advisors left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.09% of Milestone Investment Advisors's portfolio in Q2 2026, its #71 holding.
Milestone Investment Advisors first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's Vanguard Extended Market ETF position peaked at $1.68M in Q4 2022.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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