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Pin Oak Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Pin Oak Investment 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
Q1 		$10K Hold
48
– – 0.01% 374
2025
Q4 		$10K Hold
48
– – 0.01% 386
2025
Q3 		$10K Hold
48
– – 0.01% 369
2025
Q2 		$8K Hold
48
– – 0.01% 349
2025
Q1 		$8K Sell
48
-51
-52% -$9.65K 0.01% 341
2024
Q4 		$18K Hold
99
– – 0.02% 282
2024
Q3 		$18K Buy
+99
New +$17.3K 0.02% 283

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pin Oak Investment Advisors's VXF Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q1 2026 at 48 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #374.

Pin Oak Investment Advisors first reported a position in VXF in Q3 2024 and has held it in 7 quarters since. The position peaked at $18K in Q4 2024. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Pin Oak Investment Advisors held 48 shares of Vanguard Extended Market ETF worth $10K as of Q1 2026.
  • Pin Oak Investment Advisors left its Vanguard Extended Market ETF share count unchanged in Q1 2026.
  • Vanguard Extended Market ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #374 holding.
  • Pin Oak Investment Advisors first reported a position in Vanguard Extended Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Pin Oak Investment Advisors's Vanguard Extended Market ETF position peaked at $18K in Q4 2024.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.