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Strategic Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Strategic Investment 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 		$29M Buy
117,968
+16,264
+16% +$3.73M 1.76% 11
2026
Q1 		$20.9M Buy
101,704
+11,692
+13% +$2.5M 1.45% 19
2025
Q4 		$18.8M Buy
90,012
+7,575
+9% +$1.59M 1.63% 14
2025
Q3 		$17.3M Buy
82,437
+106
+0.1% +$21.4K 1.56% 15
2025
Q2 		$15.9M Buy
82,331
+12,299
+18% +$2.18M 1.55% 17
2025
Q1 		$12.1M Buy
70,032
+5,902
+9% +$1.12M 1.28% 24
2024
Q4 		$12.2M Buy
64,130
+3,479
+6% +$671K 1.29% 24
2024
Q3 		$11M Buy
60,651
+3,803
+7% +$665K 1.21% 24
2024
Q2 		$9.6M Buy
56,848
+4,590
+9% +$775K 1.17% 23
2024
Q1 		$9.16M Buy
52,258
+731
+1% +$121K 1.18% 23
2023
Q4 		$8.47M Buy
51,527
+4,583
+10% +$674K 1.22% 22
2023
Q3 		$6.73M Sell
46,944
-47,518
-50% -$7.13M 1.11% 22
2023
Q2 		$14.1M Buy
94,462
+50,119
+113% +$7.03M 1.95% 14
2023
Q1 		$6.22M Buy
44,343
+7,377
+20% +$1.05M 1.12% 21
2022
Q4 		$4.91M Sell
36,966
-1,206
-3% -$163K 1.02% 24
2022
Q3 		$4.85M Sell
38,172
-805
-2% -$114K 1.09% 21
2022
Q2 		$5.11M Buy
38,977
+3,712
+11% +$540K 1.02% 21
2022
Q1 		$5.84M Sell
35,265
-3,101
-8% -$510K 1.1% 21
2021
Q4 		$7.02M Buy
38,366
+5,997
+19% +$1.13M 1.36% 18
2021
Q3 		$5.9M Buy
32,369
+5,471
+20% +$1.02M 1.29% 21
2021
Q2 		$5.07M Buy
26,898
+1,489
+6% +$272K 1.16% 24
2021
Q1 		$4.5M Buy
25,409
+2,291
+10% +$407K 1.17% 25
2020
Q4 		$3.81M Buy
23,118
+19,793
+595% +$2.93M 1.1% 25
2020
Q3 		$431K Buy
3,325
+178
+6% +$22.7K 0.15% 100
2020
Q2 		$372K Buy
3,147
+455
+17% +$48.8K 0.14% 110
2020
Q1 		$244K Buy
2,692
+653
+32% +$75.9K 0.11% 135
2019
Q4 		$257K Buy
2,039
+243
+14% +$29.3K 0.11% 146
2019
Q3 		$209K Sell
1,796
-120
-6% -$14.1K 0.1% 156
2019
Q2 		$227K Buy
+1,916
New +$224K 0.12% 133

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

Strategic Investment Advisors's VXF Position: Q2 2026 in Review

Strategic Investment Advisors increased its Vanguard Extended Market ETF (VXF) stake by 16% in Q2 2026, buying an estimated $3.73M and bringing the position to 117,968 shares worth $29M. The position accounts for 1.76% of the portfolio, ranked #11.

Strategic Investment Advisors first reported a position in VXF in Q2 2019 and has held it in 29 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Strategic Investment Advisors held 117,968 shares of Vanguard Extended Market ETF worth $29M as of Q2 2026.
  • Strategic Investment Advisors bought 16,264 Vanguard Extended Market ETF shares in Q2 2026, an estimated $3.73M.
  • Vanguard Extended Market ETF made up 1.76% of Strategic Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Extended Market ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.