JWM
VXF icon

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
Q2 		$10.7M Buy
43,511
+1,506
+4% +$345K 3.2% 11
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jessup Wealth Management's VXF Position: Q2 2026 in Review

Jessup Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 3.6% in Q2 2026, buying an estimated $345K and bringing the position to 43,511 shares worth $10.7M. The position accounts for 3.2% of the portfolio, ranked #11.

Jessup Wealth Management first reported a position in VXF in Q4 2024 and has held it in 7 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Jessup Wealth Management held 43,511 shares of Vanguard Extended Market ETF worth $10.7M as of Q2 2026.
  • Jessup Wealth Management bought 1,506 Vanguard Extended Market ETF shares in Q2 2026, an estimated $345K.
  • Vanguard Extended Market ETF made up 3.2% of Jessup Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Jessup Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.