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Planning Strategies Inc.’s Vanguard Extended Market ETF VXF Stock Holding History

Planning Strategies Inc.’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 		$34K Buy
+138
New +$31.6K 0.02% 195

Other funds holding VXF

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 $43.3B AUM 29.3% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Planning Strategies Inc.'s VXF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 138 shares worth $34K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings.

441 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Planning Strategies Inc. held 138 shares of Vanguard Extended Market ETF worth $34K as of Q2 2026.
  • Vanguard Extended Market ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Extended Market ETF made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #195 holding.
  • 441 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.