Precedent Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Precedent Wealth Partners’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	$2.1M	Buy	8,517 +3,327	+64%	+$762K	0.35%	83
2026 Q1	$1.07M	Sell	5,190 -11	-0.2%	-$2.35K	0.21%	108
2025 Q4	$1.09M	Buy	5,201 +54	+1%	+$11.3K	0.23%	108
2025 Q3	$1.08M	Sell	5,147 -155	-3%	-$31.4K	0.24%	106
2025 Q2	$1.02M	Sell	5,302 -27	-0.5%	-$4.79K	0.25%	104
2025 Q1	$918K	Hold	5,329	–	–	0.25%	100
2024 Q4	$1.01M	Buy	5,329 +606	+13%	+$117K	0.33%	85
2024 Q3	$860K	Sell	4,723 -8	-0.2%	-$1.4K	0.28%	91
2024 Q2	$799K	Buy	4,731 +30	+0.6%	+$5.06K	0.32%	79
2024 Q1	$824K	Hold	4,701	–	–	0.35%	74
2023 Q4	$773K	Buy	+4,701	New	+$691K	0.39%	68

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Precedent Wealth Partners's VXF Position: Q2 2026 in Review

Precedent Wealth Partners increased its Vanguard Extended Market ETF (VXF) stake by 64% in Q2 2026, buying an estimated $762K and bringing the position to 8,517 shares worth $2.1M. The position accounts for 0.35% of the portfolio, ranked #83.

Precedent Wealth Partners first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Precedent Wealth Partners held 8,517 shares of Vanguard Extended Market ETF worth $2.1M as of Q2 2026.
Precedent Wealth Partners bought 3,327 Vanguard Extended Market ETF shares in Q2 2026, an estimated $762K.
Vanguard Extended Market ETF made up 0.35% of Precedent Wealth Partners's portfolio in Q2 2026, its #83 holding.
Precedent Wealth Partners first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 11 quarters since.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.