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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial's VXF Position: Q1 2026 in Review

Summit Financial increased its Vanguard Extended Market ETF (VXF) stake by 3.1% in Q1 2026, buying an estimated $107K and bringing the position to 16,607 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #422.

Summit Financial first reported a position in VXF in Q3 2024 and has held it in 7 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Summit Financial held 16,607 shares of Vanguard Extended Market ETF worth $3.42M as of Q1 2026.
  • Summit Financial bought 498 Vanguard Extended Market ETF shares in Q1 2026, an estimated $107K.
  • Vanguard Extended Market ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #422 holding.
  • Summit Financial first reported a position in Vanguard Extended Market ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.