Ground Swell Capital’s Vanguard Extended Market ETF VXF Stock Holding History

Ground Swell 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 Q4	–	Sell	-4,593	Closed	-$961K	–	187
2025 Q3	$961K	Buy	+4,593	New	+$929K	2.1%	9
2021 Q3	–	Sell	-2,212	Closed	-$417K	–	129
2021 Q2	$417K	Buy	+2,212	New	+$404K	1.98%	10

Other funds holding VXF

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

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

Align Financial Hermantown, Minnesota $176M AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ground Swell Capital's VXF Position: Q4 2025 in Review

Ground Swell Capital sold out of Vanguard Extended Market ETF (VXF) in Q4 2025, closing a stake of 4,593 shares — an estimated $961K sold.

Ground Swell Capital first reported a position in VXF in Q2 2021 and held it in 2 quarters. The position peaked at $961K in Q3 2025. 988 funds tracked by Wall St. Rank hold VXF as of Q4 2025.

Ground Swell Capital reported no remaining Vanguard Extended Market ETF position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 4,593 Vanguard Extended Market ETF shares in Q4 2025, an estimated $961K.
Ground Swell Capital first reported a position in Vanguard Extended Market ETF in Q2 2021 and held it in 2 quarters.
Ground Swell Capital's Vanguard Extended Market ETF position peaked at $961K in Q3 2025.
988 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.