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Copperleaf Capital’s Vanguard Extended Market ETF VXF Stock Holding History

Copperleaf Capital’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
2025
Q3 		$386K Sell
1,846
-176
-9% -$35.6K 0.19% 88
2025
Q2 		$390K Buy
2,022
+230
+13% +$40.8K 0.2% 81
2025
Q1 		$309K Buy
+1,792
New +$339K 0.18% 86

Other funds holding VXF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Copperleaf Capital's VXF Position: Q3 2025 in Review

Copperleaf Capital reduced its Vanguard Extended Market ETF (VXF) stake by 8.7% in Q3 2025, selling an estimated $35.6K and leaving 1,846 shares worth $386K. The position accounts for 0.19% of the portfolio, ranked #88.

Copperleaf Capital first reported a position in VXF in Q1 2025 and has held it in 3 quarters since. The position peaked at $390K in Q2 2025. 905 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

  • Copperleaf Capital held 1,846 shares of Vanguard Extended Market ETF worth $386K as of Q3 2025.
  • Copperleaf Capital sold 176 Vanguard Extended Market ETF shares in Q3 2025, an estimated $35.6K.
  • Vanguard Extended Market ETF made up 0.19% of Copperleaf Capital's portfolio in Q3 2025, its #88 holding.
  • Copperleaf Capital first reported a position in Vanguard Extended Market ETF in Q1 2025 and has held it in 3 quarters since.
  • Copperleaf Capital's Vanguard Extended Market ETF position peaked at $390K in Q2 2025.
  • 905 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.