Penn Capital Management’s Vanguard Extended Market ETF VXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.69M Buy
22,568
+7,184
+47% +$1.54M 0.36% 77
2025
Q4
$3.23M Buy
15,384
+10,620
+223% +$2.23M 0.26% 81
2025
Q3
$1M Sell
4,764
-5,498
-54% -$1.11M 0.08% 114
2025
Q2
$2.02M Sell
10,262
-15,416
-60% -$2.74M 0.17% 90
2025
Q1
$4.47M Buy
+25,678
New +$4.86M 0.44% 73
2024
Q4
Sell
-17,800
Closed -$3.27M 176
2024
Q3
$3.27M Sell
17,800
-10,946
-38% -$1.91M 0.3% 91
2024
Q2
$4.91M Buy
28,746
+15,302
+114% +$2.58M 0.47% 78
2024
Q1
$2.38M Sell
13,444
-23,140
-63% -$3.84M 0.21% 97
2023
Q4
$6.14M Buy
36,584
+13,791
+61% +$2.03M 0.56% 72
2023
Q3
$3.31M Buy
22,793
+10,813
+90% +$1.62M 0.34% 86
2023
Q2
$1.78M Sell
11,980
-36,729
-75% -$5.15M 0.17% 115
2023
Q1
$6.91M Buy
48,709
+34,204
+236% +$4.85M 0.69% 64
2022
Q4
$1.93M Buy
14,505
+6,340
+78% +$859K 0.2% 116
2022
Q3
$1.04M Sell
8,165
-11,933
-59% -$1.68M 0.12% 137
2022
Q2
$2.63M Buy
20,098
+5,553
+38% +$808K 0.28% 89
2022
Q1
$2.43M Sell
14,545
-8,751
-38% -$1.44M 0.25% 106
2021
Q4
$4.26M Buy
23,296
+8,969
+63% +$1.69M 0.43% 76
2021
Q3
$2.61M Buy
14,327
+10,123
+241% +$1.89M 0.26% 109
2021
Q2
$793K Buy
4,204
+998
+31% +$182K 0.08% 177
2021
Q1
$567K Sell
3,206
-1,628
-34% -$289K 0.06% 184
2020
Q4
$796K Sell
4,834
-117
-2% -$17.3K 0.1% 167
2020
Q3
$646K Buy
4,951
+1,601
+48% +$204K 0.08% 175
2020
Q2
$410K Sell
3,350
-6,905
-67% -$741K 0.05% 188
2020
Q1
$928K Sell
10,255
-9,287
-48% -$1.08M 0.15% 161
2019
Q4
$2.46M Buy
19,542
+11,330
+138% +$1.37M 0.26% 154
2019
Q3
$955K Sell
8,212
-8,052
-50% -$948K 0.1% 196
2019
Q2
$1.93M Buy
16,264
+9,169
+129% +$1.07M 0.19% 150
2019
Q1
$819K Sell
7,095
-4,913
-41% -$551K 0.08% 196
2018
Q4
$8.69M Buy
12,008
+10,391
+643% +$1.14M 0.86% 46
2018
Q3
$2.39M Buy
+1,617
New +$198K 0.18% 152
2017
Q2
Sell
-339
Closed -$1.49M 279
2017
Q1
$1.49M Sell
339
-3,400
-91% -$337K 0.1% 187
2016
Q4
$3.3M Sell
3,739
-8,454
-69% -$782K 0.21% 143
2016
Q3
$1.28M Buy
+12,193
New +$1.09M 0.09% 212

Other funds holding VXF

Penn Capital Management's VXF Position: Q1 2026 in Review

Penn Capital Management increased its Vanguard Extended Market ETF (VXF) stake by 47% in Q1 2026, buying an estimated $1.54M and bringing the position to 22,568 shares worth $4.69M. The position accounts for 0.36% of the portfolio, ranked #77.

Penn Capital Management first reported a position in VXF in Q3 2016 and has held it in 33 quarters since. The position peaked at $8.69M in Q4 2018. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Penn Capital Management held 22,568 shares of Vanguard Extended Market ETF worth $4.69M as of Q1 2026.
  • Penn Capital Management bought 7,184 Vanguard Extended Market ETF shares in Q1 2026, an estimated $1.54M.
  • Vanguard Extended Market ETF made up 0.36% of Penn Capital Management's portfolio in Q1 2026, its #77 holding.
  • Penn Capital Management first reported a position in Vanguard Extended Market ETF in Q3 2016 and has held it in 33 quarters since.
  • Penn Capital Management's Vanguard Extended Market ETF position peaked at $8.69M in Q4 2018.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Penn Capital Management's 13F filing for Q1 2026, filed 7 May 2026.