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Pinnacle Wealth Planning Services’s Vanguard Extended Market ETF VXF Stock Holding History

Pinnacle Wealth Planning Services’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 		$12.8K Sell
52
-528
-91% -$121K ﹤0.01% 1976
2026
Q1 		$119K Buy
580
+528
+1,015% +$113K 0.01% 707
2025
Q4 		$10.9K Buy
+52
New +$10.9K ﹤0.01% 1976

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 22.9% 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

Pinnacle Wealth Planning Services's VXF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard Extended Market ETF (VXF) stake by 91% in Q2 2026, selling an estimated $121K and leaving 52 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Pinnacle Wealth Planning Services first reported a position in VXF in Q4 2025 and has held it in 3 quarters since. The position peaked at $119K in Q1 2026. 1,073 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 52 shares of Vanguard Extended Market ETF worth $12.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 528 Vanguard Extended Market ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Extended Market ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1976 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Extended Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Extended Market ETF position peaked at $119K in Q1 2026.
  • 1,073 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.