Plan Group Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Plan Group Financial’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	–	Sell	-1,034	Closed	-$216K	–	242
2025 Q4	$216K	Sell	1,034 -47	-4%	-$9.87K	0.06%	184
2025 Q3	$226K	Hold	1,081	–	–	0.06%	168
2025 Q2	$208K	Buy	+1,081	New	+$192K	0.07%	151
2025 Q1	–	Sell	-1,104	Closed	-$210K	–	159
2024 Q4	$210K	Hold	1,104	–	–	0.11%	108
2024 Q3	$201K	Sell	1,104 -400	-27%	-$69.9K	0.11%	111
2024 Q2	$254K	Sell	1,504 -143	-9%	-$24.1K	0.16%	79
2024 Q1	$289K	Buy	+1,647	New	+$273K	0.19%	75
2023 Q4	–	Sell	-1,709	Closed	-$245K	–	80
2023 Q3	$245K	Buy	+1,709	New	+$256K	0.18%	61

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plan Group Financial's VXF Position: Q1 2026 in Review

Plan Group Financial sold out of Vanguard Extended Market ETF (VXF) in Q1 2026, closing a stake of 1,034 shares — an estimated $216K sold.

Plan Group Financial first reported a position in VXF in Q3 2023 and held it in 8 quarters. The position peaked at $289K in Q1 2024. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Plan Group Financial reported no remaining Vanguard Extended Market ETF position as of Q1 2026 after selling out during the quarter.
Plan Group Financial sold 1,034 Vanguard Extended Market ETF shares in Q1 2026, an estimated $216K.
Plan Group Financial first reported a position in Vanguard Extended Market ETF in Q3 2023 and held it in 8 quarters.
Plan Group Financial's Vanguard Extended Market ETF position peaked at $289K in Q1 2024.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.