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Simon Quick Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Simon Quick Advisors’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 		$4.43M Sell
17,974
-383
-2% -$87.8K 0.18% 90
2026
Q1 		$3.78M Sell
18,357
-255
-1% -$54.6K 0.17% 93
2025
Q4 		$3.89M Hold
18,612
– – 0.17% 86
2025
Q3 		$3.9M Sell
18,612
-5
-0% -$1.01K 0.18% 84
2025
Q2 		$3.59M Sell
18,617
-17
-0.1% -$3.02K 0.18% 83
2025
Q1 		$3.21M Sell
18,634
-132
-0.7% -$25K 0.18% 64
2024
Q4 		$3.57M Sell
18,766
-7
-0% -$1.35K 0.21% 50
2024
Q3 		$3.42M Sell
18,773
-1,892
-9% -$331K 0.22% 52
2024
Q2 		$3.49M Sell
20,665
-85
-0.4% -$14.3K 0.25% 48
2024
Q1 		$3.64M Sell
20,750
-1,740
-8% -$289K 0.27% 49
2023
Q4 		$3.7M Buy
22,490
+17
+0.1% +$2.5K 0.33% 47
2023
Q3 		$3.22M Sell
22,473
-21
-0.1% -$3.15K 0.3% 52
2023
Q2 		$3.35M Sell
22,494
-456
-2% -$64K 0.31% 52
2023
Q1 		$3.22M Buy
22,950
+3
+0% +$426 0.35% 47
2022
Q4 		$3.05M Sell
22,947
-77
-0.3% -$10.4K 0.36% 47
2022
Q3 		$2.93M Sell
23,024
-634
-3% -$89.4K 0.41% 39
2022
Q2 		$3.5M Buy
+23,658
New +$3.44M 0.46% 38

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 22.96% 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

Simon Quick Advisors's VXF Position: Q2 2026 in Review

Simon Quick Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 2.1% in Q2 2026, selling an estimated $87.8K and leaving 17,974 shares worth $4.43M. The position accounts for 0.18% of the portfolio, ranked #90.

Simon Quick Advisors first reported a position in VXF in Q2 2022 and has held it in 17 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Simon Quick Advisors held 17,974 shares of Vanguard Extended Market ETF worth $4.43M as of Q2 2026.
  • Simon Quick Advisors sold 383 Vanguard Extended Market ETF shares in Q2 2026, an estimated $87.8K.
  • Vanguard Extended Market ETF made up 0.18% of Simon Quick Advisors's portfolio in Q2 2026, its #90 holding.
  • Simon Quick Advisors first reported a position in Vanguard Extended Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.