P.J. Schmidt Investment Management (PJS)’s Vanguard Extended Market ETF VXF Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$739K	Hold	3,000	–	–	0.11%	98
2026 Q1	$617K	Hold	3,000	–	–	0.1%	105
2025 Q4	$627K	Hold	3,000	–	–	0.1%	105
2025 Q3	$628K	Hold	3,000	–	–	0.1%	101
2025 Q2	$578K	Hold	3,000	–	–	0.1%	106
2025 Q1	$517K	Hold	3,000	–	–	0.09%	108
2024 Q4	$570K	Hold	3,000	–	–	0.1%	103
2024 Q3	$546K	Hold	3,000	–	–	0.09%	103
2024 Q2	$506K	Hold	3,000	–	–	0.09%	107
2024 Q1	$526K	Hold	3,000	–	–	0.1%	105
2023 Q4	$487K	Hold	3,000	–	–	0.1%	108
2023 Q3	$414K	Hold	3,000	–	–	0.09%	111
2023 Q2	$465K	Hold	3,000	–	–	0.09%	107
2023 Q1	$408K	Sell	3,000 -116	-4%	-$16.5K	0.09%	118
2022 Q4	$414K	Buy	3,116 +116	+4%	+$15.7K	0.09%	112
2022 Q3	$395K	Hold	3,000	–	–	0.1%	115
2022 Q2	$440K	Hold	3,000	–	–	0.1%	115
2022 Q1	$444K	Hold	3,000	–	–	0.1%	113
2021 Q4	$493K	Hold	3,000	–	–	0.1%	122
2021 Q3	$578K	Hold	3,000	–	–	0.11%	112
2021 Q2	$560K	Hold	3,000	–	–	0.11%	114
2021 Q1	$559K	Hold	3,000	–	–	0.12%	110
2020 Q4	$507K	Hold	3,000	–	–	0.11%	110
2020 Q3	$407K	Hold	3,000	–	–	0.1%	110
2020 Q2	$355K	Hold	3,000	–	–	0.11%	98
2020 Q1	$272K	Sell	3,000 -2,918	-49%	-$339K	0.09%	102
2019 Q4	$746K	Hold	5,918	–	–	0.2%	82
2019 Q3	$688K	Hold	5,918	–	–	0.2%	84
2019 Q2	$702K	Hold	5,918	–	–	0.2%	81
2019 Q1	$683K	Sell	5,918 -310	-5%	-$34.8K	0.2%	86
2018 Q4	$622K	Sell	6,228 -595	-9%	-$65.2K	0.2%	82
2018 Q3	$837K	Hold	6,823	–	–	0.24%	76
2018 Q2	$804K	Hold	6,823	–	–	0.23%	77
2018 Q1	$761K	Hold	6,823	–	–	0.22%	78
2017 Q4	$762K	Hold	6,823	–	–	0.22%	79
2017 Q3	$731K	Hold	6,823	–	–	0.22%	81
2017 Q2	$698K	Hold	6,823	–	–	0.21%	83
2017 Q1	$682K	Buy	+6,823	New	+$675K	0.24%	83
2015 Q4	–	Sell	-2,453	Closed	-$200K	–	144
2015 Q3	$200K	Sell	2,453 -980	-29%	-$86.9K	0.09%	132
2015 Q2	$316K	Buy	3,433 +180	+6%	+$16.7K	0.12%	127
2015 Q1	$301K	Buy	3,253 +750	+30%	+$67.2K	0.12%	125
2014 Q4	$220K	Sell	2,503 -275	-10%	-$23.6K	0.09%	141
2014 Q3	$232K	Buy	+2,778	New	+$239K	0.09%	136
2014 Q2	–	Sell	-2,635	Closed	-$224K	–	154
2014 Q1	$224K	Buy	+2,635	New	+$220K	0.09%	137

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

P.J. Schmidt Investment Management (PJS)'s VXF Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 3,000 shares worth $739K. The position accounts for 0.11% of the portfolio, ranked #98.

P.J. Schmidt Investment Management (PJS) first reported a position in VXF in Q1 2014 and has held it in 44 quarters since. The position peaked at $837K in Q3 2018. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 3,000 shares of Vanguard Extended Market ETF worth $739K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.11% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #98 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard Extended Market ETF in Q1 2014 and has held it in 44 quarters since.
P.J. Schmidt Investment Management (PJS)'s Vanguard Extended Market ETF position peaked at $837K in Q3 2018.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.