Prepared Retirement Institute’s Vanguard Extended Market ETF VXF Stock Holding History

Prepared Retirement Institute’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	$342K	Sell	1,391 -2	-0.1%	-$458	0.15%	70
2026 Q1	$287K	Sell	1,393 -245	-15%	-$52.4K	0.14%	69
2025 Q4	$343K	Hold	1,638	–	–	0.17%	64
2025 Q3	$343K	Hold	1,638	–	–	0.18%	59
2025 Q2	$316K	Hold	1,638	–	–	0.19%	59
2025 Q1	$282K	Hold	1,638	–	–	0.18%	67
2024 Q4	$311K	Sell	1,638 -239	-13%	-$46.1K	0.18%	58
2024 Q3	$342K	Buy	1,877 +76	+4%	+$13.3K	0.21%	48
2024 Q2	$304K	Buy	+1,801	New	+$304K	0.2%	58

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

Prepared Retirement Institute's VXF Position: Q2 2026 in Review

Prepared Retirement Institute reduced its Vanguard Extended Market ETF (VXF) stake by 0.14% in Q2 2026, selling an estimated $458 and leaving 1,391 shares worth $342K. The position accounts for 0.15% of the portfolio, ranked #70.

Prepared Retirement Institute first reported a position in VXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $343K in Q3 2025. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Prepared Retirement Institute held 1,391 shares of Vanguard Extended Market ETF worth $342K as of Q2 2026.
Prepared Retirement Institute sold 2 Vanguard Extended Market ETF shares in Q2 2026, an estimated $458.
Vanguard Extended Market ETF made up 0.15% of Prepared Retirement Institute's portfolio in Q2 2026, its #70 holding.
Prepared Retirement Institute first reported a position in Vanguard Extended Market ETF in Q2 2024 and has held it in 9 quarters since.
Prepared Retirement Institute's Vanguard Extended Market ETF position peaked at $343K in Q3 2025.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.