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Summit Wealth Group’s Vanguard Extended Market ETF VXF Stock Holding History

Summit Wealth Group’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 		$19.9M Buy
80,902
+1,093
+1% +$250K 4.06% 5
2026
Q1 		$16.4M Buy
79,809
+1,314
+2% +$281K 3.77% 6
2025
Q4 		$16.4M Buy
78,495
+29
+0% +$6.09K 3.83% 5
2025
Q3 		$16.4M Buy
78,466
+806
+1% +$163K 3.97% 5
2025
Q2 		$15M Buy
77,660
+8,830
+13% +$1.57M 3.84% 6
2025
Q1 		$11.9M Buy
68,830
+2,655
+4% +$502K 3.47% 7
2024
Q4 		$12.6M Buy
66,175
+968
+1% +$187K 3.64% 7
2024
Q3 		$11.9M Buy
65,207
+16,878
+35% +$2.95M 3.42% 7
2024
Q2 		$8.16M Buy
+48,329
New +$8.16M 2.45% 11
2023
Q3 		– Sell
-43,493
Closed -$6.47M – 79
2023
Q2 		$6.47M Buy
43,493
+43,201
+14,795% +$6.06M 2.62% 8
2023
Q1 		$41K Buy
+292
New +$41.4K 0.98% 21
2021
Q4 		– Sell
-2,757
Closed -$503K – 53
2021
Q3 		$503K Buy
+2,757
New +$514K 0.8% 24
2021
Q1 		– Sell
-37,374
Closed -$6.16M – 221
2020
Q4 		$6.16M Sell
37,374
-5,050
-12% -$748K 3.86% 9
2020
Q3 		$5.5M Buy
42,424
+210
+0.5% +$26.7K 4.78% 7
2020
Q2 		$5M Buy
42,214
+2,471
+6% +$265K 4.57% 7
2020
Q1 		$3.6M Buy
39,743
+3,421
+9% +$398K 3.65% 10
2019
Q4 		$4.58M Buy
+36,322
New +$4.39M 4.32% 7

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 Wealth Group's VXF Position: Q2 2026 in Review

Summit Wealth Group increased its Vanguard Extended Market ETF (VXF) stake by 1.4% in Q2 2026, buying an estimated $250K and bringing the position to 80,902 shares worth $19.9M. The position accounts for 4.06% of the portfolio, ranked #5.

Summit Wealth Group first reported a position in VXF in Q4 2019 and has held it in 17 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Summit Wealth Group held 80,902 shares of Vanguard Extended Market ETF worth $19.9M as of Q2 2026.
  • Summit Wealth Group bought 1,093 Vanguard Extended Market ETF shares in Q2 2026, an estimated $250K.
  • Vanguard Extended Market ETF made up 4.06% of Summit Wealth Group's portfolio in Q2 2026, its #5 holding.
  • Summit Wealth Group first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.