Lake Street Private Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Lake Street Private Wealth’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	$1.26M	Buy	6,125 +190	+3%	+$40.7K	0.16%	104
2025 Q4	$1.24M	Sell	5,935 -601	-9%	-$126K	0.15%	108
2025 Q3	$1.37M	Buy	6,536 +217	+3%	+$43.9K	0.18%	99
2025 Q2	$1.22M	Buy	6,319 +86	+1%	+$15.3K	0.17%	97
2025 Q1	$1.07M	Buy	6,233 +2,750	+79%	+$520K	0.17%	102
2024 Q4	$662K	Buy	3,483 +196	+6%	+$37.8K	0.11%	127
2024 Q3	$598K	Buy	3,287 +521	+19%	+$91.1K	0.1%	148
2024 Q2	$467K	Buy	2,766 +257	+10%	+$43.4K	0.06%	231
2024 Q1	$440K	Buy	2,509 +41	+2%	+$6.81K	0.06%	229
2023 Q4	$406K	Buy	2,468 +847	+52%	+$124K	0.06%	228
2023 Q3	$233K	Buy	1,621 +143	+10%	+$21.4K	0.04%	248
2023 Q2	$220K	Buy	1,478 +51	+4%	+$7.15K	0.04%	260
2023 Q1	$200K	Buy	+1,427	New	+$203K	0.04%	270

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

Lake Street Private Wealth's VXF Position: Q1 2026 in Review

Lake Street Private Wealth increased its Vanguard Extended Market ETF (VXF) stake by 3.2% in Q1 2026, buying an estimated $40.7K and bringing the position to 6,125 shares worth $1.26M. The position accounts for 0.16% of the portfolio, ranked #104.

Lake Street Private Wealth first reported a position in VXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.37M in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Lake Street Private Wealth held 6,125 shares of Vanguard Extended Market ETF worth $1.26M as of Q1 2026.
Lake Street Private Wealth bought 190 Vanguard Extended Market ETF shares in Q1 2026, an estimated $40.7K.
Vanguard Extended Market ETF made up 0.16% of Lake Street Private Wealth's portfolio in Q1 2026, its #104 holding.
Lake Street Private Wealth first reported a position in Vanguard Extended Market ETF in Q1 2023 and has held it in 13 quarters since.
Lake Street Private Wealth's Vanguard Extended Market ETF position peaked at $1.37M in Q3 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.