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 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 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lodestar Private Asset Management's VXF Position: Q3 2025 in Review

Lodestar Private Asset Management sold out of Vanguard Extended Market ETF (VXF) in Q3 2025, closing a stake of 1,620 shares — an estimated $312K sold.

Lodestar Private Asset Management first reported a position in VXF in Q4 2022 and held it in 11 quarters. The position peaked at $313K in Q4 2024. 907 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

Lodestar Private Asset Management reported no remaining Vanguard Extended Market ETF position as of Q3 2025 after selling out during the quarter.
Lodestar Private Asset Management sold 1,620 Vanguard Extended Market ETF shares in Q3 2025, an estimated $312K.
Lodestar Private Asset Management first reported a position in Vanguard Extended Market ETF in Q4 2022 and held it in 11 quarters.
Lodestar Private Asset Management's Vanguard Extended Market ETF position peaked at $313K in Q4 2024.
907 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on Lodestar Private Asset Management's 13F filing for Q3 2025, filed 28 Oct 2025.