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

IEQ 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
2026 Q1	$1.03M	Buy	4,986 +257	+5%	+$55K	﹤0.01%	1038
2025 Q4	$989K	Sell	4,729 -6,153	-57%	-$1.29M	﹤0.01%	1047
2025 Q3	$2.28M	Buy	10,882 +6,157	+130%	+$1.25M	0.01%	715
2025 Q2	$910K	Buy	4,725 +2,289	+94%	+$407K	0.01%	889
2025 Q1	$420K	Buy	2,436 +1,327	+120%	+$251K	﹤0.01%	1044
2024 Q4	$211K	Sell	1,109 -1,660	-60%	-$320K	﹤0.01%	1182
2024 Q3	$504K	Buy	+2,769	New	+$484K	0.01%	748
2022 Q3	–	Sell	-1,858	Closed	-$244K	–	889
2022 Q2	$244K	Buy	+1,858	New	+$270K	0.01%	662

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

IEQ Capital's VXF Position: Q1 2026 in Review

IEQ Capital increased its Vanguard Extended Market ETF (VXF) stake by 5.4% in Q1 2026, buying an estimated $55K and bringing the position to 4,986 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

IEQ Capital first reported a position in VXF in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.28M in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

IEQ Capital held 4,986 shares of Vanguard Extended Market ETF worth $1.03M as of Q1 2026.
IEQ Capital bought 257 Vanguard Extended Market ETF shares in Q1 2026, an estimated $55K.
Vanguard Extended Market ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1038 holding.
IEQ Capital first reported a position in Vanguard Extended Market ETF in Q2 2022 and has held it in 8 quarters since.
IEQ Capital's Vanguard Extended Market ETF position peaked at $2.28M in Q3 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.