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

Pinion 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
Q2 		$318K Buy
1,290
+116
+10% +$26.6K 0.06% 162
2026
Q1 		$242K Buy
1,174
+39
+3% +$8.35K 0.06% 159
2025
Q4 		$237K Buy
1,135
+57
+5% +$12K 0.06% 156
2025
Q3 		$230K Sell
1,078
-30
-3% -$6.07K 0.06% 155
2025
Q2 		$214K Buy
+1,108
New +$197K 0.07% 156
2025
Q1 		– Sell
-1,053
Closed -$200K – 165
2024
Q4 		$200K Buy
+1,053
New +$203K 0.08% 155
2022
Q1 		– Sell
-1,388
Closed -$254K – 178
2021
Q4 		$254K Buy
1,388
+50
+4% +$9.4K 0.17% 146
2021
Q3 		$244K Buy
1,338
+130
+11% +$24.3K 0.2% 140
2021
Q2 		$228K Buy
+1,208
New +$221K 0.18% 140
2020
Q1 		– Sell
-1,702
Closed -$214K – 120
2019
Q4 		$214K Buy
+1,702
New +$206K 0.4% 111
2019
Q3 		– Sell
-1,796
Closed -$213K – 118
2019
Q2 		$213K Sell
1,796
-106
-6% -$12.4K 0.46% 105
2019
Q1 		$220K Buy
+1,902
New +$213K 0.38% 110
2018
Q4 		– Sell
-2,004
Closed -$246K – 120
2018
Q3 		$246K Buy
2,004
+129
+7% +$15.8K 0.47% 108
2018
Q2 		$221K Sell
1,875
-41
-2% -$4.76K 0.43% 113
2018
Q1 		$214K Buy
+1,916
New +$218K 0.46% 104

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

Pinion Investment Advisors's VXF Position: Q2 2026 in Review

Pinion Investment Advisors increased its Vanguard Extended Market ETF (VXF) stake by 9.9% in Q2 2026, buying an estimated $26.6K and bringing the position to 1,290 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #162.

Pinion Investment Advisors first reported a position in VXF in Q1 2018 and has held it in 15 quarters since. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Pinion Investment Advisors held 1,290 shares of Vanguard Extended Market ETF worth $318K as of Q2 2026.
  • Pinion Investment Advisors bought 116 Vanguard Extended Market ETF shares in Q2 2026, an estimated $26.6K.
  • Vanguard Extended Market ETF made up 0.06% of Pinion Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • Pinion Investment Advisors first reported a position in Vanguard Extended Market ETF in Q1 2018 and has held it in 15 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.