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Summit Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Summit 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
Q2 		$4.09M Sell
16,594
-13
-0.1% -$2.98K 0.04% 398
2026
Q1 		$3.42M Buy
16,607
+498
+3% +$107K 0.04% 422
2025
Q4 		$3.37M Buy
16,109
+27
+0.2% +$5.67K 0.05% 352
2025
Q3 		$3.37M Buy
16,082
+245
+2% +$49.6K 0.05% 346
2025
Q2 		$3.05M Buy
15,837
+184
+1% +$32.7K 0.07% 232
2025
Q1 		$2.7M Buy
15,653
+65
+0.4% +$12.3K 0.08% 220
2024
Q4 		$2.96M Sell
15,588
-1,216
-7% -$234K 0.1% 160
2024
Q3 		$3.07M Buy
+16,804
New +$2.94M 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

Summit Financial's VXF Position: Q2 2026 in Review

Summit Financial reduced its Vanguard Extended Market ETF (VXF) stake by 0.08% in Q2 2026, selling an estimated $2.98K and leaving 16,594 shares worth $4.09M. The position accounts for 0.04% of the portfolio, ranked #398.

Summit Financial first reported a position in VXF in Q3 2024 and has held it in 8 quarters since. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Summit Financial held 16,594 shares of Vanguard Extended Market ETF worth $4.09M as of Q2 2026.
  • Summit Financial sold 13 Vanguard Extended Market ETF shares in Q2 2026, an estimated $2.98K.
  • Vanguard Extended Market ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #398 holding.
  • Summit Financial first reported a position in Vanguard Extended Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.