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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
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

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

Pinnacle Wealth Planning Services's VXF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Vanguard Extended Market ETF (VXF) stake by 1,015% in Q1 2026, buying an estimated $113K and bringing the position to 580 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #707.

Pinnacle Wealth Planning Services first reported a position in VXF in Q4 2025 and has held it in 2 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 580 shares of Vanguard Extended Market ETF worth $119K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 528 Vanguard Extended Market ETF shares in Q1 2026, an estimated $113K.
  • Vanguard Extended Market ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #707 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Extended Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.