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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
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
– – ﹤0.01% 134
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return