Vanguard Index Funds - Vanguard Extended Market ETF
US ˙ ARCA ˙ US9229086528

SecurityVXF / Vanguard Index Funds - Vanguard Extended Market ETF
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership168,307 shares
Latest Disclosed Value $ 34,637,653
EP Wealth Advisors, Inc. reports 239.60% increase in ownership of VXF / Vanguard Index Funds - Vanguard Extended Market ETF

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 168,307 shares of Vanguard Index Funds - Vanguard Extended Market ETF (US:VXF) valued at $34,637,581 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 49,560 shares of Vanguard Index Funds - Vanguard Extended Market ETF. This represents a change in shares of 239.60% during the quarter. The current value of the position is $39,030,393 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 168,307 118,747 239.60 34,638 234.20 0.1701
2026-02-18 2025-12-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 49,560 -1,855 -3.61 10,364 4.60 0.0538
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 51,415 604 1.19 9,908 13.21 0.0651
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 50,811 -417 -0.81 8,753 -10.07 0.0699
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 51,228 -1,781 -3.36 9,732 0.88 0.0794
2024-11-15 2024-09-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 53,009 -4,117 -7.21 9,647 0.05 0.0829
2024-08-19 2024-06-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 57,126 -1,206 -2.07 9,642 -5.68 0.1024
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 58,332 -1,331 -2.23 10,224 4.22 0.1195
2024-02-28 2023-12-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 59,663 -2,446 -3.94 9,810 10.19 0.1251
2023-11-24 2023-09-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 62,109 -120,008 -65.90 8,902 -5.86 0.1381
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 182,117 -7,524 -3.97 9,457 -19.97 0.1363
2023-06-05 2023-03-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 189,641 120,626 174.78 11,817 28.87 0.2032
2023-06-12 2022-12-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 69,015 69,015 9,169 0.1652
2022-12-02 2022-09-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 0 -73,308 -100.00 0 -100.00
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 73,308 -19,046 -20.62 9,611 -37.18 0.2165
2022-05-20 2022-03-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 92,354 -4,423 -4.57 15,299 -13.55 0.3359
2022-02-17 2021-12-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 96,777 76,661 381.09 17,697 382.47 0.4183
2021-11-23 2021-09-30 13F/A-1 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 20,116 -4,384 -17.89 3,668 -20.61 0.1006
2021-11-16 2021-09-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 20,789 -3,711 3,668 0.1006
2021-08-24 2021-06-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 24,500 371 1.54 4,620 8.22 0.1281
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 24,129 -1,427 -5.58 4,269 1.43 0.1357
2021-02-18 2020-12-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 25,556 -3,463 -11.93 4,209 11.82 0.1480
2020-11-17 2020-09-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 29,019 -15,582 -34.94 3,764 -28.69 0.1620
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 44,601 -2,798 -5.90 5,278 23.00 0.2254
2020-05-18 2020-03-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 47,399 -6,905 -12.72 4,291 -37.28 0.2100
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 54,304 34,715 177.22 6,842 200.22 0.2818
2019-11-18 2019-09-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 19,589 15,589 389.73 2,279 380.80 0.1130
2019-08-27 2019-06-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 4,000 0 0.00 474 2.60 0.0296
2019-05-20 2019-03-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 4,000 0 0.00 462 15.79 0.0444
2019-02-15 2018-12-31 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 4,000 0 0.00 399 -18.57 0.0308
2018-11-15 2018-09-30 13F VANGUARD INDEX FDS EXTEND MKT ETF 922908652 4,000 4,000 490 0.0383
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.