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 Q2	$1M	Sell	4,078 -32	-0.8%	-$7.33K	0.15%	98
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Burling Wealth Partners's VXF Position: Q2 2026 in Review

Burling Wealth Partners reduced its Vanguard Extended Market ETF (VXF) stake by 0.78% in Q2 2026, selling an estimated $7.33K and leaving 4,078 shares worth $1M. The position accounts for 0.15% of the portfolio, ranked #98.

Burling Wealth Partners first reported a position in VXF in Q4 2024 and has held it in 7 quarters since. 1,073 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Burling Wealth Partners held 4,078 shares of Vanguard Extended Market ETF worth $1M as of Q2 2026.
Burling Wealth Partners sold 32 Vanguard Extended Market ETF shares in Q2 2026, an estimated $7.33K.
Vanguard Extended Market ETF made up 0.15% of Burling Wealth Partners's portfolio in Q2 2026, its #98 holding.
Burling Wealth Partners first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 7 quarters since.
1,073 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.