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Bartlett & Co Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		$5.32M Sell
23,501
-97
-0.4% -$20.8K 0.07% 139
2025
Q4 		$4.93M Sell
23,598
-256
-1% -$53.8K 0.06% 141
2025
Q3 		$4.99M Buy
23,854
+22
+0.1% +$4.45K 0.07% 143
2025
Q2 		$4.59M Buy
23,832
+132
+0.6% +$23.4K 0.06% 142
2025
Q1 		$4.08M Sell
23,700
-331
-1% -$62.6K 0.06% 142
2024
Q4 		$4.57M Buy
24,031
+37
+0.2% +$7.13K 0.07% 141
2024
Q3 		$4.38M Sell
23,994
-10,385
-30% -$1.82M 0.06% 146
2024
Q2 		$5.82M Sell
34,379
-6,055
-15% -$1.02M 0.09% 125
2024
Q1 		$7.09M Buy
40,434
+345
+0.9% +$57.3K 0.11% 115
2023
Q4 		$6.67M Buy
40,089
+109
+0.3% +$16K 0.11% 123
2023
Q3 		$5.75M Sell
39,980
-500
-1% -$75K 0.1% 120
2023
Q2 		$6.04M Hold
40,480
– – 0.1% 120
2023
Q1 		$5.68M Buy
40,480
+106
+0.3% +$15K 0.11% 120
2022
Q4 		$5.36M Buy
40,374
+1
+0% +$136 0.11% 125
2022
Q3 		$5.13M Buy
40,373
+75
+0.2% +$10.6K 0.11% 126
2022
Q2 		$5.28M Sell
40,298
-12,847
-24% -$1.87M 0.11% 126
2022
Q1 		$8.8M Sell
53,145
-1,221
-2% -$201K 0.15% 105
2021
Q4 		$9.94M Sell
54,366
-1,104
-2% -$208K 0.17% 100
2021
Q3 		$10.1M Sell
55,470
-39
-0.1% -$7.28K 0.19% 92
2021
Q2 		$10.5M Sell
55,509
-491
-0.9% -$89.7K 0.2% 91
2021
Q1 		$9.91M Sell
56,000
-1,012
-2% -$180K 0.2% 91
2020
Q4 		$9.39M Sell
57,012
-239
-0.4% -$35.4K 0.2% 93
2020
Q3 		$7.45M Sell
57,251
-200
-0.3% -$25.5K 0.17% 101
2020
Q2 		$6.82M Sell
57,451
-17
-0% -$1.82K 0.18% 105
2020
Q1 		$5.2M Buy
57,468
+471
+0.8% +$54.8K 0.16% 110
2019
Q4 		$7.18M Sell
56,997
-5,179
-8% -$625K 0.18% 108
2019
Q3 		$7.23M Buy
62,176
+584
+0.9% +$68.7K 0.19% 107
2019
Q2 		$7.3M Sell
61,592
-50
-0.1% -$5.84K 0.27% 76
2019
Q1 		$7.14M Sell
61,642
-196
-0.3% -$22K 0.27% 79
2018
Q4 		$6.17M Sell
61,838
-940
-1% -$103K 0.26% 76
2018
Q3 		$7.73M Sell
62,778
-1,200
-2% -$147K 0.29% 75
2018
Q2 		$7.56M Buy
63,978
+2,648
+4% +$307K 0.31% 76
2018
Q1 		$6.84M Buy
+61,330
New +$6.96M 0.28% 74

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's VXF Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 0.41% in Q1 2026, selling an estimated $20.8K and leaving 23,501 shares worth $5.32M. The position accounts for 0.07% of the portfolio, ranked #139.

Bartlett & Co Wealth Management first reported a position in VXF in Q1 2018 and has held it in 33 quarters since. The position peaked at $10.5M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Bartlett & Co Wealth Management held 23,501 shares of Vanguard Extended Market ETF worth $5.32M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 97 Vanguard Extended Market ETF shares in Q1 2026, an estimated $20.8K.
  • Vanguard Extended Market ETF made up 0.07% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #139 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Vanguard Extended Market ETF position peaked at $10.5M in Q2 2021.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.