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Summit Trail Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Summit Trail 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
Q1 		$1.06M Sell
5,150
-2,650
-34% -$567K 0.02% 907
2025
Q4 		$1.63M Hold
7,800
– – 0.03% 532
2025
Q3 		$1.63M Buy
7,800
+2,961
+61% +$599K 0.02% 550
2025
Q2 		$933K Buy
+4,839
New +$859K 0.02% 506

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 Trail Advisors's VXF Position: Q1 2026 in Review

Summit Trail Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 34% in Q1 2026, selling an estimated $567K and leaving 5,150 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #907.

Summit Trail Advisors first reported a position in VXF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Summit Trail Advisors held 5,150 shares of Vanguard Extended Market ETF worth $1.06M as of Q1 2026.
  • Summit Trail Advisors sold 2,650 Vanguard Extended Market ETF shares in Q1 2026, an estimated $567K.
  • Vanguard Extended Market ETF made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #907 holding.
  • Summit Trail Advisors first reported a position in Vanguard Extended Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's Vanguard Extended Market ETF position peaked at $1.63M in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.