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Lantern Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Lantern Wealth Advisors’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
Q2 		$343K Hold
1,392
– – 0.16% 133
2026
Q1 		$286K Hold
1,392
– – 0.15% 140
2025
Q4 		$291K Hold
1,392
– – 0.15% 125
2025
Q3 		$291K Hold
1,392
– – 0.15% 121
2025
Q2 		$268K Buy
+1,392
New +$247K 0.16% 124
2024
Q4 		$264K Hold
1,392
– – 0.17% 107
2024
Q3 		$253K Hold
1,392
– – 0.18% 110
2024
Q2 		$235K Hold
1,392
– – 0.17% 114
2024
Q1 		$244K Hold
1,392
– – 0.17% 113
2023
Q4 		$229K Buy
+1,392
New +$205K 0.18% 108

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lantern Wealth Advisors's VXF Position: Q2 2026 in Review

Lantern Wealth Advisors held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,392 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #133.

Lantern Wealth Advisors first reported a position in VXF in Q4 2023 and has held it in 10 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Lantern Wealth Advisors held 1,392 shares of Vanguard Extended Market ETF worth $343K as of Q2 2026.
  • Lantern Wealth Advisors left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up 0.16% of Lantern Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Lantern Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.