PWM
VXF icon

Perigon Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Perigon Wealth Management’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 		$714K Sell
2,901
-59
-2% -$13.5K 0.01% 720
2026
Q1 		$609K Buy
2,960
+3
+0.1% +$642 0.01% 706
2025
Q4 		$618K Buy
2,957
+374
+14% +$78.5K 0.01% 696
2025
Q3 		$541K Buy
2,583
+269
+12% +$54.4K 0.01% 711
2025
Q2 		$446K Buy
2,314
+42
+2% +$7.46K 0.01% 701
2025
Q1 		$391K Buy
2,272
+1
+0% +$189 0.01% 710
2024
Q4 		$446K Sell
2,271
-99
-4% -$19.1K 0.01% 675
2024
Q3 		$431K Buy
2,370
+14
+0.6% +$2.45K 0.01% 662
2024
Q2 		$398K Sell
2,356
-18
-0.8% -$3.04K 0.01% 598
2024
Q1 		$416K Buy
2,374
+513
+28% +$85.2K 0.01% 585
2023
Q4 		$306K Sell
1,861
-27
-1% -$3.97K 0.01% 652
2023
Q3 		$271K Buy
1,888
+125
+7% +$18.7K 0.01% 624
2023
Q2 		$262K Buy
1,763
+9
+0.5% +$1.26K 0.01% 657
2023
Q1 		$246K Sell
1,754
-45
-3% -$6.39K 0.01% 609
2022
Q4 		$239K Sell
1,799
-1,773
-50% -$240K 0.01% 603
2022
Q3 		$454K Sell
3,572
-442
-11% -$62.3K 0.04% 349
2022
Q2 		$526K Sell
4,014
-2,457
-38% -$358K 0.04% 321
2022
Q1 		$1.07M Buy
6,471
+2,565
+66% +$422K 0.08% 219
2021
Q4 		$714K Buy
3,906
+1,682
+76% +$316K 0.05% 271
2021
Q3 		$405K Buy
2,224
+239
+12% +$44.6K 0.04% 350
2021
Q2 		$374K Buy
1,985
+307
+18% +$56.1K 0.03% 355
2021
Q1 		$297K Buy
1,678
+685
+69% +$122K 0.03% 396
2020
Q4 		$164K Buy
+993
New +$147K 0.02% 437
2018
Q1 		– Sell
-1,223
Closed -$137K – 690
2017
Q4 		$137K Buy
+1,223
New +$134K 0.05% 175
2017
Q3 		– Sell
-1,102
Closed -$113K – 720
2017
Q2 		$113K Hold
1,102
– – 0.02% 290
2017
Q1 		$110K Buy
+1,102
New +$109K 0.02% 295

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

Perigon Wealth Management's VXF Position: Q2 2026 in Review

Perigon Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 2% in Q2 2026, selling an estimated $13.5K and leaving 2,901 shares worth $714K. The position accounts for 0.01% of the portfolio, ranked #720.

Perigon Wealth Management first reported a position in VXF in Q1 2017 and has held it in 26 quarters since. The position peaked at $1.07M in Q1 2022. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Perigon Wealth Management held 2,901 shares of Vanguard Extended Market ETF worth $714K as of Q2 2026.
  • Perigon Wealth Management sold 59 Vanguard Extended Market ETF shares in Q2 2026, an estimated $13.5K.
  • Vanguard Extended Market ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #720 holding.
  • Perigon Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2017 and has held it in 26 quarters since.
  • Perigon Wealth Management's Vanguard Extended Market ETF position peaked at $1.07M in Q1 2022.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.