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Winthrop Advisory Group’s Vanguard Extended Market ETF VXF Stock Holding History

Winthrop Advisory 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 		$25.9M Buy
105,228
+6,772
+7% +$1.55M 1.75% 13
2026
Q1 		$20.3M Buy
98,456
+7,848
+9% +$1.68M 1.66% 15
2025
Q4 		$18.9M Buy
90,608
+5,202
+6% +$1.09M 1.61% 15
2025
Q3 		$17.9M Buy
85,406
+11,312
+15% +$2.29M 1.56% 15
2025
Q2 		$14.3M Buy
74,094
+5,946
+9% +$1.06M 1.38% 15
2025
Q1 		$11.7M Sell
68,148
-2,730
-4% -$517K 1.41% 16
2024
Q4 		$13.5M Buy
70,878
+3,321
+5% +$640K 1.62% 14
2024
Q3 		$12.3M Buy
67,557
+698
+1% +$122K 1.52% 15
2024
Q2 		$11.3M Buy
66,859
+2,983
+5% +$503K 1.53% 13
2024
Q1 		$11.2M Buy
63,876
+6,886
+12% +$1.14M 1.62% 13
2023
Q4 		$9.37M Buy
56,990
+3,325
+6% +$489K 1.46% 15
2023
Q3 		$7.72M Buy
53,665
+5,417
+11% +$812K 1.27% 16
2023
Q2 		$7.2M Buy
48,248
+5,027
+12% +$705K 1.16% 17
2023
Q1 		$6.06M Buy
43,221
+98
+0.2% +$13.9K 1.07% 18
2022
Q4 		$5.73M Buy
43,123
+1,083
+3% +$147K 1.09% 17
2022
Q3 		$5.34M Buy
42,040
+5,313
+14% +$749K 1.14% 16
2022
Q2 		$4.82M Buy
36,727
+257
+0.7% +$37.4K 1.13% 16
2022
Q1 		$6.04M Sell
36,470
-14,197
-28% -$2.34M 1.26% 14
2021
Q4 		$9.27M Buy
50,667
+19,018
+60% +$3.58M 1.86% 13
2021
Q3 		$5.77M Buy
+31,649
New +$5.9M 1.28% 14

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

Winthrop Advisory Group's VXF Position: Q2 2026 in Review

Winthrop Advisory Group increased its Vanguard Extended Market ETF (VXF) stake by 6.9% in Q2 2026, buying an estimated $1.55M and bringing the position to 105,228 shares worth $25.9M. The position accounts for 1.75% of the portfolio, ranked #13.

Winthrop Advisory Group first reported a position in VXF in Q3 2021 and has held it in 20 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Winthrop Advisory Group held 105,228 shares of Vanguard Extended Market ETF worth $25.9M as of Q2 2026.
  • Winthrop Advisory Group bought 6,772 Vanguard Extended Market ETF shares in Q2 2026, an estimated $1.55M.
  • Vanguard Extended Market ETF made up 1.75% of Winthrop Advisory Group's portfolio in Q2 2026, its #13 holding.
  • Winthrop Advisory Group first reported a position in Vanguard Extended Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.