Klingman & Associates’s Vanguard Extended Market ETF VXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,090
| Closed | -$228K | – | 340 |
|
|
2025
Q3 | $228K | Hold |
1,090
| – | – | 0.01% | 293 |
|
|
2025
Q2 | $210K | Buy |
+1,090
| New | +$194K | 0.01% | 294 |
|
|
2025
Q1 | – | Sell |
-1,089
| Closed | -$207K | – | 274 |
|
|
2024
Q4 | $207K | Buy |
+1,089
| New | +$210K | 0.01% | 249 |
|
|
2023
Q4 | – | Sell |
-3,572
| Closed | -$512K | – | 227 |
|
|
2023
Q3 | $512K | Hold |
3,572
| – | – | 0.04% | 128 |
|
|
2023
Q2 | $532K | Hold |
3,572
| – | – | 0.04% | 123 |
|
|
2023
Q1 | $501K | Hold |
3,572
| – | – | 0.04% | 117 |
|
|
2022
Q4 | $475K | Buy |
3,572
+122
| +4% | +$16.5K | 0.04% | 119 |
|
|
2022
Q3 | $439K | Hold |
3,450
| – | – | 0.04% | 116 |
|
|
2022
Q2 | $452K | Hold |
3,450
| – | – | 0.04% | 116 |
|
|
2022
Q1 | $572K | Hold |
3,450
| – | – | 0.05% | 108 |
|
|
2021
Q4 | $631K | Hold |
3,450
| – | – | 0.05% | 94 |
|
|
2021
Q3 | $629K | Hold |
3,450
| – | – | 0.06% | 89 |
|
|
2021
Q2 | $651K | Hold |
3,450
| – | – | 0.06% | 87 |
|
|
2021
Q1 | $610K | Hold |
3,450
| – | – | 0.06% | 85 |
|
|
2020
Q4 | $568K | Hold |
3,450
| – | – | 0.07% | 85 |
|
|
2020
Q3 | $448K | Buy |
3,450
+200
| +6% | +$25.5K | 0.06% | 87 |
|
|
2020
Q2 | $385K | Sell |
3,250
-350
| -10% | -$37.6K | 0.06% | 88 |
|
|
2020
Q1 | $326K | Hold |
3,600
| – | – | 0.07% | 92 |
|
|
2019
Q4 | $454K | Hold |
3,600
| – | – | 0.07% | 80 |
|
|
2019
Q3 | $419K | Hold |
3,600
| – | – | 0.08% | 77 |
|
|
2019
Q2 | $427K | Hold |
3,600
| – | – | 0.08% | 77 |
|
|
2019
Q1 | $416K | Hold |
3,600
| – | – | 0.08% | 74 |
|
|
2018
Q4 | $359K | Buy |
3,600
+350
| +11% | +$38.4K | 0.08% | 75 |
|
|
2018
Q3 | $399K | Hold |
3,250
| – | – | 0.08% | 72 |
|
|
2018
Q2 | $383K | Hold |
3,250
| – | – | 0.08% | 72 |
|
|
2018
Q1 | $363K | Hold |
3,250
| – | – | 0.08% | 75 |
|
|
2017
Q4 | $363K | Hold |
3,250
| – | – | 0.08% | 89 |
|
|
2017
Q3 | $348K | Hold |
3,250
| – | – | 0.09% | 71 |
|
|
2017
Q2 | $332K | Hold |
3,250
| – | – | 0.09% | 74 |
|
|
2017
Q1 | $325K | Hold |
3,250
| – | – | 0.09% | 74 |
|
|
2016
Q4 | $312K | Hold |
3,250
| – | – | 0.09% | 72 |
|
|
2016
Q3 | $297K | Hold |
3,250
| – | – | 0.09% | 78 |
|
|
2016
Q2 | $278K | Hold |
3,250
| – | – | 0.09% | 78 |
|
|
2016
Q1 | $269K | Hold |
3,250
| – | – | 0.1% | 80 |
|
|
2015
Q4 | $272K | Hold |
3,250
| – | – | 0.1% | 88 |
|
|
2015
Q3 | $265K | Hold |
3,250
| – | – | 0.1% | 88 |
|
|
2015
Q2 | $299K | Hold |
3,250
| – | – | 0.12% | 73 |
|
|
2015
Q1 | $301K | Hold |
3,250
| – | – | 0.12% | 70 |
|
|
2014
Q4 | $285K | Buy |
+3,250
| New | +$278K | 0.12% | 72 |
|
Other funds holding VXF
AF
Klingman & Associates's VXF Position: Q4 2025 in Review
Klingman & Associates sold out of Vanguard Extended Market ETF (VXF) in Q4 2025, closing a stake of 1,090 shares — an estimated $228K sold.
Klingman & Associates first reported a position in VXF in Q4 2014 and held it in 39 quarters. The position peaked at $651K in Q2 2021. 988 funds tracked by Wall St. Rank hold VXF as of Q4 2025.
- Klingman & Associates reported no remaining Vanguard Extended Market ETF position as of Q4 2025 after selling out during the quarter.
- Klingman & Associates sold 1,090 Vanguard Extended Market ETF shares in Q4 2025, an estimated $228K.
- Klingman & Associates first reported a position in Vanguard Extended Market ETF in Q4 2014 and held it in 39 quarters.
- Klingman & Associates's Vanguard Extended Market ETF position peaked at $651K in Q2 2021.
- 988 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2025.
Based on Klingman & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.