LPWM LLC
VXF icon

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
Q3 		$768K Hold
3,315
– – 0.17% 63
2026
Q2 		$816K Sell
3,315
-20
-0.6% -$4.58K 0.18% 61
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Tenon Financial
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Act Wealth Management
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

LPWM LLC's VXF Position: Q3 2026 in Review

LPWM LLC held its Vanguard Extended Market ETF (VXF) position steady in Q3 2026 at 3,315 shares worth $768K. The position accounts for 0.17% of the portfolio, ranked #63.

LPWM LLC first reported a position in VXF in Q4 2019 and has held it in 28 quarters since. The position peaked at $816K in Q2 2026. 364 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • LPWM LLC held 3,315 shares of Vanguard Extended Market ETF worth $768K as of Q3 2026.
  • LPWM LLC left its Vanguard Extended Market ETF share count unchanged in Q3 2026.
  • Vanguard Extended Market ETF made up 0.17% of LPWM LLC's portfolio in Q3 2026, its #63 holding.
  • LPWM LLC first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 28 quarters since.
  • LPWM LLC's Vanguard Extended Market ETF position peaked at $816K in Q2 2026.
  • 364 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.