Jessup Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Jessup Wealth Management’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	$8.64M	Buy	42,005 +418	+1%	+$89.5K	3.16%	12
2025 Q4	$8.7M	Buy	41,587 +1,450	+4%	+$304K	2.88%	12
2025 Q3	$8.4M	Buy	40,137 +792	+2%	+$160K	3.13%	12
2025 Q2	$7.58M	Sell	39,345 -1,337	-3%	-$237K	3.04%	11
2025 Q1	$7.01M	Buy	40,682 +2,013	+5%	+$381K	2.95%	10
2024 Q4	$7.35M	Buy	+38,669	New	+$7.45M	3.13%	10

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

Jessup Wealth Management's VXF Position: Q1 2026 in Review

Jessup Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 1% in Q1 2026, buying an estimated $89.5K and bringing the position to 42,005 shares worth $8.64M. The position accounts for 3.16% of the portfolio, ranked #12.

Jessup Wealth Management first reported a position in VXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.7M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Jessup Wealth Management held 42,005 shares of Vanguard Extended Market ETF worth $8.64M as of Q1 2026.
Jessup Wealth Management bought 418 Vanguard Extended Market ETF shares in Q1 2026, an estimated $89.5K.
Vanguard Extended Market ETF made up 3.16% of Jessup Wealth Management's portfolio in Q1 2026, its #12 holding.
Jessup Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 6 quarters since.
Jessup Wealth Management's Vanguard Extended Market ETF position peaked at $8.7M in Q4 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.