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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
Q3 		$975K Sell
4,211
-33
-0.8% -$7.94K 0.15% 86
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

TF
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

Perennial Advisors's VXF Position: Q3 2026 in Review

Perennial Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 0.78% in Q3 2026, selling an estimated $7.94K and leaving 4,211 shares worth $975K. The position accounts for 0.15% of the portfolio, ranked #86.

Perennial Advisors first reported a position in VXF in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.04M in Q2 2026. 128 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Perennial Advisors held 4,211 shares of Vanguard Extended Market ETF worth $975K as of Q3 2026.
  • Perennial Advisors sold 33 Vanguard Extended Market ETF shares in Q3 2026, an estimated $7.94K.
  • Vanguard Extended Market ETF made up 0.15% of Perennial Advisors's portfolio in Q3 2026, its #86 holding.
  • Perennial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2016 and has held it in 25 quarters since.
  • Perennial Advisors's Vanguard Extended Market ETF position peaked at $1.04M in Q2 2026.
  • 128 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.