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 Q3	$382K	Sell	1,651 -17	-1%	-$4.09K	0.12%	30
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

New Perspectives Inc's VXF Position: Q3 2026 in Review

New Perspectives Inc reduced its Vanguard Extended Market ETF (VXF) stake by 1% in Q3 2026, selling an estimated $4.09K and leaving 1,651 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #30.

New Perspectives Inc first reported a position in VXF in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.2M in Q2 2021. 364 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

New Perspectives Inc held 1,651 shares of Vanguard Extended Market ETF worth $382K as of Q3 2026.
New Perspectives Inc sold 17 Vanguard Extended Market ETF shares in Q3 2026, an estimated $4.09K.
Vanguard Extended Market ETF made up 0.12% of New Perspectives Inc's portfolio in Q3 2026, its #30 holding.
New Perspectives Inc first reported a position in Vanguard Extended Market ETF in Q2 2021 and has held it in 18 quarters since.
New Perspectives Inc's Vanguard Extended Market ETF position peaked at $1.2M in Q2 2021.
364 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.