JWM
VXF icon

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

JGP 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 		– Sell
-1,140
Closed -$238K – 243
2025
Q4 		$238K Buy
+1,140
New +$239K 0.02% 211

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 $58.2B AUM 22.78% 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

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

JGP Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q1 2026, closing a stake of 1,140 shares — an estimated $238K sold.

JGP Wealth Management first reported a position in VXF in Q4 2025 and held it in 1 quarter. The position peaked at $238K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • JGP Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q1 2026 after selling out during the quarter.
  • JGP Wealth Management sold 1,140 Vanguard Extended Market ETF shares in Q1 2026, an estimated $238K.
  • JGP Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2025 and held it in 1 quarter.
  • JGP Wealth Management's Vanguard Extended Market ETF position peaked at $238K in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on JGP Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.