New Perspectives Inc’s Vanguard Extended Market ETF VXF Stock Holding History

New Perspectives Inc’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	$411K	Hold	1,668	–	–	0.13%	27
2026 Q1	$343K	Hold	1,668	–	–	0.12%	27
2025 Q4	$349K	Sell	1,668 -13	-0.8%	-$2.73K	0.12%	27
2025 Q3	$352K	Sell	1,681 -10	-0.6%	-$2.02K	0.16%	27
2025 Q2	$326K	Hold	1,691	–	–	0.16%	25
2025 Q1	$291K	Sell	1,691 -123	-7%	-$23.3K	0.16%	27
2024 Q4	$345K	Sell	1,814 -16	-0.9%	-$3.08K	0.18%	24
2024 Q3	$333K	Sell	1,830 -1	-0.1%	-$175	0.18%	23
2024 Q2	$309K	Sell	1,831 -190	-9%	-$32.1K	0.17%	19
2024 Q1	$354K	Buy	+2,021	New	+$336K	0.2%	18
2022 Q4	$406K	Sell	3,056 -81	-3%	-$11K	0.31%	16
2022 Q3	$399K	Sell	3,137 -5	-0.2%	-$705	0.34%	14
2022 Q2	$412K	Sell	3,142 -741	-19%	-$108K	0.34%	15
2022 Q1	$643K	Sell	3,883 -303	-7%	-$49.9K	0.46%	15
2021 Q4	$765K	Sell	4,186 -1,840	-31%	-$346K	0.54%	15
2021 Q3	$1.1M	Sell	6,026 -340	-5%	-$63.4K	0.81%	12
2021 Q2	$1.2M	Buy	+6,366	New	+$1.16M	0.93%	12

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

New Perspectives Inc's VXF Position: Q2 2026 in Review

New Perspectives Inc held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,668 shares worth $411K. The position accounts for 0.13% of the portfolio, ranked #27.

New Perspectives Inc first reported a position in VXF in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.2M in Q2 2021. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

New Perspectives Inc held 1,668 shares of Vanguard Extended Market ETF worth $411K as of Q2 2026.
New Perspectives Inc left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.13% of New Perspectives Inc's portfolio in Q2 2026, its #27 holding.
New Perspectives Inc first reported a position in Vanguard Extended Market ETF in Q2 2021 and has held it in 17 quarters since.
New Perspectives Inc's Vanguard Extended Market ETF position peaked at $1.2M in Q2 2021.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.