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VXF icon

Perennial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Perennial 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 		$1.04M Sell
4,244
-50
-1% -$11.5K 0.16% 81
2026
Q1 		$884K Buy
4,294
+178
+4% +$38.1K 0.15% 75
2025
Q4 		$861K Buy
4,116
+222
+6% +$46.6K 0.14% 72
2025
Q3 		$815K Buy
3,894
+21
+0.5% +$4.25K 0.14% 71
2025
Q2 		$746K Buy
3,873
+59
+2% +$10.5K 0.14% 72
2025
Q1 		$657K Buy
+3,814
New +$722K 0.13% 71
2024
Q2 		$633K Buy
3,752
+91
+2% +$15.4K 0.14% 73
2024
Q1 		$642K Buy
3,661
+591
+19% +$98.1K 0.15% 76
2023
Q4 		$505K Buy
3,070
+120
+4% +$17.6K 0.12% 78
2023
Q3 		$423K Buy
2,950
+83
+3% +$12.4K 0.11% 80
2023
Q2 		$427K Buy
+2,867
New +$402K 0.11% 81
2021
Q3 		– Sell
-499
Closed -$94K – 273
2021
Q2 		$94K Buy
499
+8
+2% +$1.46K 0.03% 114
2021
Q1 		$87K Buy
491
+69
+16% +$12.3K 0.03% 116
2020
Q4 		$69K Buy
+422
New +$62.5K 0.02% 122
2020
Q3 		– Sell
-454
Closed -$54K – 204
2020
Q2 		$54K Buy
+454
New +$48.7K 0.02% 128
2019
Q1 		– Sell
-516
Closed -$52K – 183
2018
Q4 		$52K Buy
516
+19
+4% +$2.08K 0.03% 96
2018
Q3 		$61K Sell
497
-27
-5% -$3.3K 0.04% 97
2018
Q2 		$62K Buy
524
+1
+0.2% +$116 0.04% 100
2018
Q1 		$58K Hold
523
– – 0.04% 99
2017
Q4 		$58K Buy
523
+54
+12% +$5.91K 0.04% 104
2017
Q3 		$50K Buy
469
+2
+0.4% +$206 0.03% 101
2017
Q2 		$48K Buy
467
+16
+4% +$1.61K 0.03% 100
2017
Q1 		$45K Sell
451
-1,500
-77% -$148K 0.03% 96
2016
Q4 		$187K Buy
+1,951
New +$180K 0.16% 73

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Perennial Advisors's VXF Position: Q2 2026 in Review

Perennial Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 1.2% in Q2 2026, selling an estimated $11.5K and leaving 4,244 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #81.

Perennial Advisors first reported a position in VXF in Q4 2016 and has held it in 24 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Perennial Advisors held 4,244 shares of Vanguard Extended Market ETF worth $1.04M as of Q2 2026.
  • Perennial Advisors sold 50 Vanguard Extended Market ETF shares in Q2 2026, an estimated $11.5K.
  • Vanguard Extended Market ETF made up 0.16% of Perennial Advisors's portfolio in Q2 2026, its #81 holding.
  • Perennial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2016 and has held it in 24 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.