SVB Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

SVB Wealth’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	$254K	Hold	1,033	–	–	0.02%	346
2026 Q1	$213K	Sell	1,033 -400	-28%	-$85.6K	0.01%	370
2025 Q4	$300K	Hold	1,433	–	–	0.02%	335
2025 Q3	$300K	Hold	1,433	–	–	0.02%	355
2025 Q2	$276K	Buy	+1,433	New	+$254K	0.01%	377
2025 Q1	–	Sell	-1,633	Closed	-$310K	–	1807
2024 Q4	$310K	Buy	+1,633	New	+$315K	0.01%	545
2024 Q3	–	Sell	-1,812	Closed	-$306K	–	617
2024 Q2	$306K	Sell	1,812 -1,742	-49%	-$294K	0.01%	559
2024 Q1	$623K	Buy	3,554 +788	+28%	+$131K	0.01%	426
2023 Q4	$455K	Sell	2,766 -792	-22%	-$116K	0.01%	504
2023 Q3	$510K	Buy	3,558 +870	+32%	+$130K	0.01%	452
2023 Q2	$400K	Sell	2,688 -112	-4%	-$15.7K	0.01%	558
2023 Q1	$393K	Buy	2,800 +776	+38%	+$110K	0.01%	614
2022 Q4	$269K	Buy	2,024 +13	+0.6%	+$1.76K	﹤0.01%	785
2022 Q3	$255K	Buy	+2,011	New	+$284K	﹤0.01%	754
2022 Q2	–	Sell	-112	Closed	-$18K	–	859
2022 Q1	$18K	Hold	112	–	–	﹤0.01%	762
2021 Q4	$20K	Buy	+112	New	+$21.1K	﹤0.01%	779

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVB Wealth's VXF Position: Q2 2026 in Review

SVB Wealth held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,033 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #346.

SVB Wealth first reported a position in VXF in Q4 2021 and has held it in 16 quarters since. The position peaked at $623K in Q1 2024. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

SVB Wealth held 1,033 shares of Vanguard Extended Market ETF worth $254K as of Q2 2026.
SVB Wealth left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #346 holding.
SVB Wealth first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 16 quarters since.
SVB Wealth's Vanguard Extended Market ETF position peaked at $623K in Q1 2024.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.