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

Litman Gregory 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
2025 Q4	$223K	Hold	1,033	–	–	0.02%	140
2025 Q3	$223K	Hold	1,033	–	–	0.02%	140
2025 Q2	$204K	Buy	+1,033	New	+$183K	0.02%	136
2025 Q1	–	Sell	-1,068	Closed	-$207K	–	144
2024 Q4	$207K	Buy	+1,068	New	+$206K	0.02%	131
2022 Q1	–	Sell	-1,103	Closed	-$202K	–	83
2021 Q4	$202K	Buy	+1,103	New	+$207K	0.03%	78
2021 Q3	–	Sell	-208	Closed	-$208K	–	82
2021 Q2	$208K	Sell	208 -895	-81%	-$164K	0.04%	73
2021 Q1	$190K	Hold	1,103	–	–	0.04%	61
2020 Q4	$182K	Hold	1,103	–	–	0.03%	61
2020 Q3	$143K	Hold	1,103	–	–	0.03%	63
2020 Q2	$131K	Hold	1,103	–	–	0.03%	62
2020 Q1	$100K	Hold	1,103	–	–	0.03%	60
2019 Q4	$139K	Hold	1,103	–	–	0.03%	58
2019 Q3	$128K	Hold	1,103	–	–	0.03%	55
2019 Q2	$124K	Sell	1,103 -88	-7%	-$10.3K	0.03%	57
2019 Q1	$138K	Hold	1,191	–	–	0.04%	49
2018 Q4	$119K	Hold	1,191	–	–	0.04%	51
2018 Q3	$146K	Hold	1,191	–	–	0.05%	42
2018 Q2	$140K	Buy	+1,191	New	+$138K	0.06%	36

Other funds holding VXF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Litman Gregory Wealth Management's VXF Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q4 2025 at 1,033 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #140.

Litman Gregory Wealth Management first reported a position in VXF in Q2 2018 and has held it in 18 quarters since. 990 funds tracked by Wall St. Rank hold VXF as of Q4 2025.

Litman Gregory Wealth Management held 1,033 shares of Vanguard Extended Market ETF worth $223K as of Q4 2025.
Litman Gregory Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q4 2025.
Vanguard Extended Market ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #140 holding.
Litman Gregory Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2018 and has held it in 18 quarters since.
990 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.