Pacific Excel Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Pacific Excel Wealth 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	$448K	Buy	+1,818	New	+$417K	0.17%	111

Other funds holding VXF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Pacific Excel Wealth Advisors's VXF Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 1,818 shares worth $448K. The stake represents 0.17% of the portfolio and ranks #111 among its holdings.

1,073 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Pacific Excel Wealth Advisors held 1,818 shares of Vanguard Extended Market ETF worth $448K as of Q2 2026.
Vanguard Extended Market ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vanguard Extended Market ETF made up 0.17% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #111 holding.
1,073 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.