LIWM
VXF icon

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
Q2 		$8.06M Sell
32,746
-6
-0% -$1.38K 3.33% 9
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Long Island Wealth Management's VXF Position: Q2 2026 in Review

Long Island Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 0.02% in Q2 2026, selling an estimated $1.38K and leaving 32,746 shares worth $8.06M. The position accounts for 3.33% of the portfolio, ranked #9.

Long Island Wealth Management first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Long Island Wealth Management held 32,746 shares of Vanguard Extended Market ETF worth $8.06M as of Q2 2026.
  • Long Island Wealth Management sold 6 Vanguard Extended Market ETF shares in Q2 2026, an estimated $1.38K.
  • Vanguard Extended Market ETF made up 3.33% of Long Island Wealth Management's portfolio in Q2 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 11 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.