Burling Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Burling Wealth Partners’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	$846K	Hold	4,110	–	–	0.14%	100
2025 Q4	$859K	Buy	4,110 +30	+0.7%	+$6.3K	0.13%	103
2025 Q3	$854K	Hold	4,080	–	–	0.14%	102
2025 Q2	$786K	Sell	4,080 -79	-2%	-$14K	0.15%	104
2025 Q1	$716K	Buy	4,159 +79	+2%	+$14.9K	0.15%	103
2024 Q4	$775K	Buy	+4,080	New	+$786K	0.16%	104

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burling Wealth Partners's VXF Position: Q1 2026 in Review

Burling Wealth Partners held its Vanguard Extended Market ETF (VXF) position steady in Q1 2026 at 4,110 shares worth $846K. The position accounts for 0.14% of the portfolio, ranked #100.

Burling Wealth Partners first reported a position in VXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $859K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Burling Wealth Partners held 4,110 shares of Vanguard Extended Market ETF worth $846K as of Q1 2026.
Burling Wealth Partners left its Vanguard Extended Market ETF share count unchanged in Q1 2026.
Vanguard Extended Market ETF made up 0.14% of Burling Wealth Partners's portfolio in Q1 2026, its #100 holding.
Burling Wealth Partners first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 6 quarters since.
Burling Wealth Partners's Vanguard Extended Market ETF position peaked at $859K in Q4 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.