Kovitz Investment Group Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-14,862	Closed	-$3.11M	–	1322
2025 Q3	$3.11M	Buy	14,862 +986	+7%	+$199K	0.01%	547
2025 Q2	$2.67M	Sell	13,876 -1,729	-11%	-$307K	0.01%	568
2025 Q1	$2.69M	Buy	15,605 +727	+5%	+$138K	0.01%	527
2024 Q4	$2.83M	Buy	14,878 +143	+1%	+$27.6K	0.01%	509
2024 Q3	$1.56M	Buy	14,735 +8,907	+153%	+$1.56M	0.01%	540
2024 Q2	$987K	Buy	+5,828	New	+$984K	0.01%	538

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovitz Investment Group Partners's VXF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Extended Market ETF (VXF) in Q4 2025, closing a stake of 14,862 shares — an estimated $3.11M sold.

Kovitz Investment Group Partners first reported a position in VXF in Q2 2024 and held it in 6 quarters. The position peaked at $3.11M in Q3 2025. 990 funds tracked by Wall St. Rank hold VXF as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Vanguard Extended Market ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 14,862 Vanguard Extended Market ETF shares in Q4 2025, an estimated $3.11M.
Kovitz Investment Group Partners first reported a position in Vanguard Extended Market ETF in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's Vanguard Extended Market ETF position peaked at $3.11M in Q3 2025.
990 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.