Leo Wealth LLC’s Vanguard Extended Market ETF VXF Stock Holding History

Leo Wealth LLC’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	$331K	Buy	1,608 +5	+0.3%	+$1.07K	0.02%	339
2025 Q4	$335K	Buy	1,603 +5	+0.3%	+$1.05K	0.02%	328
2025 Q3	$335K	Buy	1,598 +4	+0.3%	+$809	0.04%	217
2025 Q2	$307K	Buy	1,594 +4	+0.3%	+$710	0.02%	307
2025 Q1	$274K	Buy	1,590 +6	+0.4%	+$1.14K	0.04%	229
2024 Q4	$301K	Buy	1,584 +5	+0.3%	+$964	0.03%	288
2024 Q3	$287K	Hold	1,579	–	–	0.03%	285
2024 Q2	$267K	Hold	1,579	–	–	0.03%	287
2024 Q1	$277K	Hold	1,579	–	–	0.03%	278
2023 Q4	$260K	Buy	+1,579	New	+$232K	0.03%	276

Other funds holding VXF

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

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

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

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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Leo Wealth LLC's VXF Position: Q1 2026 in Review

Leo Wealth LLC increased its Vanguard Extended Market ETF (VXF) stake by 0.31% in Q1 2026, buying an estimated $1.07K and bringing the position to 1,608 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #339.

Leo Wealth LLC first reported a position in VXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $335K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Leo Wealth LLC held 1,608 shares of Vanguard Extended Market ETF worth $331K as of Q1 2026.
Leo Wealth LLC bought 5 Vanguard Extended Market ETF shares in Q1 2026, an estimated $1.07K.
Vanguard Extended Market ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #339 holding.
Leo Wealth LLC first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Vanguard Extended Market ETF position peaked at $335K in Q4 2025.
1,006 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.