Norris Perne & French’s Vanguard Extended Market ETF VXF Stock Holding History

Norris Perne & French’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	–	Sell	-1,000	Closed	-$209K	–	178
2025 Q4	$209K	Hold	1,000	–	–	0.01%	161
2025 Q3	$209K	Buy	+1,000	New	+$202K	0.01%	160

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norris Perne & French's VXF Position: Q1 2026 in Review

Norris Perne & French sold out of Vanguard Extended Market ETF (VXF) in Q1 2026, closing a stake of 1,000 shares — an estimated $209K sold.

Norris Perne & French first reported a position in VXF in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Norris Perne & French reported no remaining Vanguard Extended Market ETF position as of Q1 2026 after selling out during the quarter.
Norris Perne & French sold 1,000 Vanguard Extended Market ETF shares in Q1 2026, an estimated $209K.
Norris Perne & French first reported a position in Vanguard Extended Market ETF in Q3 2025 and held it in 2 quarters.
Norris Perne & French's Vanguard Extended Market ETF position peaked at $209K in Q3 2025.
1,009 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Norris Perne & French's 13F filing for Q1 2026, filed 22 Apr 2026.