DBRC
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D.B. Root & Company’s Vanguard Extended Market ETF VXF Stock Holding History

D.B. Root & Company’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 		$260K Buy
+1,263
New +$270K 0.06% 167
2018
Q2 		– Sell
-2,638
Closed -$294K – 209
2018
Q1 		$294K Sell
2,638
-297
-10% -$33.7K 0.16% 158
2017
Q4 		$328K Buy
+2,935
New +$321K 0.28% 80

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

D.B. Root & Company's VXF Position: Q1 2026 in Review

D.B. Root & Company opened a new position in Vanguard Extended Market ETF (VXF) in Q1 2026: 1,263 shares worth $260K. The stake represents 0.06% of the portfolio and ranks #167 among its holdings. This is a return to the name: D.B. Root & Company previously reported a position in VXF as recently as Q1 2018.

D.B. Root & Company first reported a position in VXF in Q4 2017 and has held it in 3 quarters since. The position peaked at $328K in Q4 2017. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • D.B. Root & Company held 1,263 shares of Vanguard Extended Market ETF worth $260K as of Q1 2026.
  • Vanguard Extended Market ETF was a new D.B. Root & Company position in Q1 2026.
  • Vanguard Extended Market ETF made up 0.06% of D.B. Root & Company's portfolio in Q1 2026, its #167 holding.
  • D.B. Root & Company first reported a position in Vanguard Extended Market ETF in Q4 2017 and has held it in 3 quarters since.
  • D.B. Root & Company's Vanguard Extended Market ETF position peaked at $328K in Q4 2017.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.