LPWM LLC’s Vanguard Extended Market ETF VXF Stock Holding History

LPWM LLC’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	$686K	Sell	3,335 -186	-5%	-$39.8K	0.17%	55
2025 Q4	$736K	Buy	3,521 +28	+0.8%	+$5.88K	0.19%	52
2025 Q3	$731K	Hold	3,493	–	–	0.2%	47
2025 Q2	$673K	Hold	3,493	–	–	0.2%	48
2025 Q1	$602K	Hold	3,493	–	–	0.19%	48
2024 Q4	$664K	Hold	3,493	–	–	0.21%	45
2024 Q3	$626K	Hold	3,493	–	–	0.2%	46
2024 Q2	$589K	Hold	3,493	–	–	0.2%	46
2024 Q1	$592K	Hold	3,493	–	–	0.22%	45
2023 Q4	$554K	Buy	3,493 +259	+8%	+$38.1K	0.22%	45
2023 Q3	$458K	Hold	3,234	–	–	0.21%	41
2023 Q2	$483K	Buy	3,234 +28	+0.9%	+$3.93K	0.21%	41
2023 Q1	$449K	Sell	3,206 -22	-0.7%	-$3.12K	0.22%	41
2022 Q4	$444K	Sell	3,228 -153	-5%	-$20.7K	0.24%	39
2022 Q3	$430K	Buy	3,381 +234	+7%	+$33K	0.26%	36
2022 Q2	$430K	Buy	3,147 +12	+0.4%	+$1.75K	0.24%	39
2022 Q1	$504K	Buy	3,135 +142	+5%	+$23.4K	0.25%	39
2021 Q4	$547K	Hold	2,993	–	–	0.29%	35
2021 Q3	$553K	Buy	2,993 +25	+0.8%	+$4.66K	0.33%	34
2021 Q2	$558K	Hold	2,968	–	–	0.34%	35
2021 Q1	$533K	Hold	2,968	–	–	0.36%	29
2020 Q4	$489K	Sell	2,968 -22	-0.7%	-$3.26K	0.37%	32
2020 Q3	$395K	Hold	2,990	–	–	0.32%	37
2020 Q2	$354K	Hold	2,990	–	–	0.32%	33
2020 Q1	$271K	Buy	2,990 +287	+11%	+$33.4K	0.3%	37
2019 Q4	$341K	Buy	+2,703	New	+$326K	0.32%	31

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 $49B AUM 17.78% 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

LPWM LLC's VXF Position: Q1 2026 in Review

LPWM LLC reduced its Vanguard Extended Market ETF (VXF) stake by 5.3% in Q1 2026, selling an estimated $39.8K and leaving 3,335 shares worth $686K. The position accounts for 0.17% of the portfolio, ranked #55.

LPWM LLC first reported a position in VXF in Q4 2019 and has held it in 26 quarters since. The position peaked at $736K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

LPWM LLC held 3,335 shares of Vanguard Extended Market ETF worth $686K as of Q1 2026.
LPWM LLC sold 186 Vanguard Extended Market ETF shares in Q1 2026, an estimated $39.8K.
Vanguard Extended Market ETF made up 0.17% of LPWM LLC's portfolio in Q1 2026, its #55 holding.
LPWM LLC first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 26 quarters since.
LPWM LLC's Vanguard Extended Market ETF position peaked at $736K in Q4 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.