LA
VXF icon

LM Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

LM 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 		$715K Buy
2,916
+2,316
+386% +$531K 0.08% 134
2026
Q1 		$2.92K Buy
600
+100
+20% +$21.4K 0.05% 163
2025
Q4 		$2.39K Sell
500
-1,889
-79% -$397K 0.04% 169
2025
Q3 		$500K Hold
2,389
– – 0.07% 136
2025
Q2 		$460K Sell
2,389
-300
-11% -$53.3K 0.06% 130
2025
Q1 		$463K Hold
2,689
– – 0.08% 162
2024
Q4 		$511K Hold
2,689
– – 0.09% 135
2024
Q3 		$460K Sell
2,689
-161
-6% -$28.1K 0.09% 127
2024
Q2 		$454K Hold
2,850
– – 0.08% 131
2024
Q1 		$471K Sell
2,850
-322
-10% -$53.5K 0.07% 141
2023
Q4 		$522K Buy
+3,172
New +$466K 0.1% 113

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

LM Advisors's VXF Position: Q2 2026 in Review

LM Advisors increased its Vanguard Extended Market ETF (VXF) stake by 386% in Q2 2026, buying an estimated $531K and bringing the position to 2,916 shares worth $715K. The position accounts for 0.08% of the portfolio, ranked #134.

LM Advisors first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • LM Advisors held 2,916 shares of Vanguard Extended Market ETF worth $715K as of Q2 2026.
  • LM Advisors bought 2,316 Vanguard Extended Market ETF shares in Q2 2026, an estimated $531K.
  • Vanguard Extended Market ETF made up 0.08% of LM Advisors's portfolio in Q2 2026, its #134 holding.
  • LM Advisors first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.