LAM Group
VXF icon

LAM Group’s Vanguard Extended Market ETF VXF Stock Holding History

LAM Group’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
Q3 		$9.8M Sell
42,505
-425
-1% -$102K 4.96% 2
2026
Q2 		$10.6M Sell
42,930
-5
-0% -$1.15K 5.25% 2
2026
Q1 		$8.84M Sell
42,935
-475
-1% -$102K 4.86% 2
2025
Q4 		$9.08M Buy
43,410
+625
+1% +$131K 5.2% 3
2025
Q3 		$8.96M Sell
42,785
-1,625
-4% -$329K 5.55% 3
2025
Q2 		$8.56M Buy
44,410
+1,365
+3% +$242K 5.72% 1
2025
Q1 		$7.41M Buy
43,045
+472
+1% +$89.3K 5.46% 1
2024
Q4 		$8.09M Sell
42,573
-120
-0.3% -$23.1K 5.77% 1
2024
Q3 		$7.77M Sell
42,693
-255
-0.6% -$44.6K 5.5% 1
2024
Q2 		$7.25M Buy
42,948
+325
+0.8% +$54.8K 6.11% 1
2024
Q1 		$7.47M Buy
42,623
+425
+1% +$70.6K 6.09% 1
2023
Q4 		$6.94M Buy
42,198
+618
+1% +$90.8K 6.32% 2
2023
Q3 		$5.96M Sell
41,580
-3
-0% -$450 5.85% 3
2023
Q2 		$6.19M Buy
41,583
+825
+2% +$116K 5.76% 5
2023
Q1 		$5.71M Sell
40,758
-3,930
-9% -$558K 5.6% 3
2022
Q4 		$5.94M Buy
+44,688
New +$6.06M 6.1% 2

Other funds holding VXF

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Tenon Financial
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

LAM Group's VXF Position: Q3 2026 in Review

LAM Group reduced its Vanguard Extended Market ETF (VXF) stake by 0.99% in Q3 2026, selling an estimated $102K and leaving 42,505 shares worth $9.8M. The position accounts for 4.96% of the portfolio, ranked #2.

LAM Group first reported a position in VXF in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.6M in Q2 2026. 466 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • LAM Group held 42,505 shares of Vanguard Extended Market ETF worth $9.8M as of Q3 2026.
  • LAM Group sold 425 Vanguard Extended Market ETF shares in Q3 2026, an estimated $102K.
  • Vanguard Extended Market ETF made up 4.96% of LAM Group's portfolio in Q3 2026, its #2 holding.
  • LAM Group first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 16 quarters since.
  • LAM Group's Vanguard Extended Market ETF position peaked at $10.6M in Q2 2026.
  • 466 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.