Lokken Investment Group’s Vanguard Extended Market ETF VXF Stock Holding History

Lokken Investment Group’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	$313K	Buy	1,495 +10	+0.7%	+$2.02K	0.11%	115
2025 Q2	$286K	Hold	1,485	–	–	0.11%	108
2025 Q1	$256K	Hold	1,485	–	–	0.11%	112
2024 Q4	$282K	Hold	1,485	–	–	0.12%	104
2024 Q3	$270K	Hold	1,485	–	–	0.11%	119
2024 Q2	$251K	Hold	1,485	–	–	0.12%	119
2024 Q1	$260K	Hold	1,485	–	–	0.13%	116
2023 Q4	$244K	Sell	1,485 -18	-1%	-$2.65K	0.14%	114
2023 Q3	$215K	Buy	1,503 +18	+1%	+$2.7K	0.14%	117
2023 Q2	$221K	Hold	1,485	–	–	0.14%	115
2023 Q1	$208K	Buy	+1,485	New	+$211K	0.16%	114
2022 Q2	–	Sell	-1,485	Closed	-$220K	–	130
2022 Q1	$220K	Hold	1,485	–	–	0.17%	115
2021 Q4	$272K	Sell	1,485 -637	-30%	-$120K	0.19%	106
2021 Q3	$387K	Hold	2,122	–	–	0.31%	75
2021 Q2	$400K	Hold	2,122	–	–	0.32%	73
2021 Q1	$375K	Hold	2,122	–	–	0.33%	71
2020 Q4	$349K	Buy	+2,122	New	+$314K	0.32%	59

Other funds holding VXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lokken Investment Group's VXF Position: Q3 2025 in Review

Lokken Investment Group increased its Vanguard Extended Market ETF (VXF) stake by 0.67% in Q3 2025, buying an estimated $2.02K and bringing the position to 1,495 shares worth $313K. The position accounts for 0.11% of the portfolio, ranked #115.

Lokken Investment Group first reported a position in VXF in Q4 2020 and has held it in 17 quarters since. The position peaked at $400K in Q2 2021. 905 funds tracked by Wall St. Rank hold VXF as of Q3 2025.

Lokken Investment Group held 1,495 shares of Vanguard Extended Market ETF worth $313K as of Q3 2025.
Lokken Investment Group bought 10 Vanguard Extended Market ETF shares in Q3 2025, an estimated $2.02K.
Vanguard Extended Market ETF made up 0.11% of Lokken Investment Group's portfolio in Q3 2025, its #115 holding.
Lokken Investment Group first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 17 quarters since.
Lokken Investment Group's Vanguard Extended Market ETF position peaked at $400K in Q2 2021.
905 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.