SGI
VXF icon

Summit Global Investments’s Vanguard Extended Market ETF VXF Stock Holding History

Summit Global Investments’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 		$324K Buy
1,314
+42
+3% +$9.63K 0.02% 435
2026
Q1 		$262K Sell
1,272
-17
-1% -$3.64K 0.02% 439
2025
Q4 		$270K Sell
1,289
-14
-1% -$2.94K 0.02% 426
2025
Q3 		$273K Buy
+1,303
New +$264K 0.02% 410

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Summit Global Investments's VXF Position: Q2 2026 in Review

Summit Global Investments increased its Vanguard Extended Market ETF (VXF) stake by 3.3% in Q2 2026, buying an estimated $9.63K and bringing the position to 1,314 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #435.

Summit Global Investments first reported a position in VXF in Q3 2025 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Summit Global Investments held 1,314 shares of Vanguard Extended Market ETF worth $324K as of Q2 2026.
  • Summit Global Investments bought 42 Vanguard Extended Market ETF shares in Q2 2026, an estimated $9.63K.
  • Vanguard Extended Market ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #435 holding.
  • Summit Global Investments first reported a position in Vanguard Extended Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 568 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.