Long Island Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Long Island Wealth 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
2026 Q1	$6.74M	Buy	32,752 +372	+1%	+$79.6K	3.13%	9
2025 Q4	$6.77M	Sell	32,380 -104	-0.3%	-$21.8K	3.2%	9
2025 Q3	$6.8M	Sell	32,484 -230	-0.7%	-$46.5K	3.31%	9
2025 Q2	$6.3M	Buy	32,714 +2,070	+7%	+$368K	3.27%	9
2025 Q1	$5.28M	Buy	30,644 +28	+0.1%	+$5.3K	3.21%	9
2024 Q4	$5.82M	Buy	30,616 +310	+1%	+$59.8K	3.64%	6
2024 Q3	$5.52M	Buy	30,306 +498	+2%	+$87.1K	3.62%	6
2024 Q2	$5.03M	Buy	29,808 +258	+0.9%	+$43.5K	3.55%	5
2024 Q1	$5.18M	Sell	29,550 -996	-3%	-$165K	3.66%	5
2023 Q4	$5.02M	Buy	+30,546	New	+$4.49M	3.58%	5

Other funds holding VXF

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Long Island Wealth Management's VXF Position: Q1 2026 in Review

Long Island Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 1.1% in Q1 2026, buying an estimated $79.6K and bringing the position to 32,752 shares worth $6.74M. The position accounts for 3.13% of the portfolio, ranked #9.

Long Island Wealth Management first reported a position in VXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.8M in Q3 2025. 1,004 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Long Island Wealth Management held 32,752 shares of Vanguard Extended Market ETF worth $6.74M as of Q1 2026.
Long Island Wealth Management bought 372 Vanguard Extended Market ETF shares in Q1 2026, an estimated $79.6K.
Vanguard Extended Market ETF made up 3.13% of Long Island Wealth Management's portfolio in Q1 2026, its #9 holding.
Long Island Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Vanguard Extended Market ETF position peaked at $6.8M in Q3 2025.
1,004 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.