LPAM
VXF icon

Lodestar Private Asset Management’s Vanguard Extended Market ETF VXF Stock Holding History

Lodestar Private Asset 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
Q3 		– Sell
-1,620
Closed -$312K – 230
2025
Q2 		$312K Hold
1,620
– – 0.04% 183
2025
Q1 		$279K Sell
1,620
-25
-2% -$4.73K 0.04% 183
2024
Q4 		$313K Buy
1,645
+142
+9% +$27.4K 0.04% 172
2024
Q3 		$274K Sell
1,503
-33
-2% -$5.77K 0.03% 189
2024
Q2 		$259K Hold
1,536
– – 0.04% 187
2024
Q1 		$269K Sell
1,536
-37
-2% -$6.14K 0.04% 184
2023
Q4 		$259K Buy
1,573
+66
+4% +$9.7K 0.04% 177
2023
Q3 		$216K Hold
1,507
– – 0.04% 184
2023
Q2 		$224K Buy
1,507
+33
+2% +$4.63K 0.04% 185
2023
Q1 		$207K Sell
1,474
-230
-13% -$32.6K 0.04% 187
2022
Q4 		$226K Buy
+1,704
New +$231K 0.04% 181

Other funds holding VXF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return