Lionsbridge Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Lionsbridge Wealth Management’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	$1.17M	Sell	5,690 -6,657	-54%	-$1.42M	1.18%	30
2025 Q4	$2.58M	Sell	12,347 -33	-0.3%	-$6.93K	2.61%	13
2025 Q3	$2.59M	Buy	12,380 +5,097	+70%	+$1.03M	2.55%	12
2025 Q2	$1.4M	Buy	7,283 +2,686	+58%	+$477K	1.4%	35
2025 Q1	$792K	Sell	4,597 -710	-13%	-$134K	0.7%	43
2024 Q4	$1.01M	Buy	+5,307	New	+$1.02M	0.85%	41

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

Lionsbridge Wealth Management's VXF Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 54% in Q1 2026, selling an estimated $1.42M and leaving 5,690 shares worth $1.17M. The position accounts for 1.18% of the portfolio, ranked #30.

Lionsbridge Wealth Management first reported a position in VXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.59M in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Lionsbridge Wealth Management held 5,690 shares of Vanguard Extended Market ETF worth $1.17M as of Q1 2026.
Lionsbridge Wealth Management sold 6,657 Vanguard Extended Market ETF shares in Q1 2026, an estimated $1.42M.
Vanguard Extended Market ETF made up 1.18% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #30 holding.
Lionsbridge Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 6 quarters since.
Lionsbridge Wealth Management's Vanguard Extended Market ETF position peaked at $2.59M in Q3 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.