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LRI Investments’s Vanguard Extended Market ETF VXF Stock Holding History

LRI Investments’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 		$108K Hold
437
– – 0.01% 436
2026
Q1 		$89.9K Hold
437
– – 0.01% 424
2025
Q4 		$91.4K Hold
437
– – 0.01% 432
2025
Q3 		$91.5K Hold
437
– – 0.01% 435
2025
Q2 		$84.2K Hold
437
– – 0.01% 461
2025
Q1 		$75.3K Hold
437
– – 0.01% 467
2024
Q4 		$83K Hold
437
– – 0.01% 444
2024
Q3 		$85.5K Hold
437
– – 0.01% 441
2024
Q2 		$73.8K Hold
437
– – 0.01% 432
2024
Q1 		$76.6K Buy
+437
New +$72.6K 0.02% 233

Other funds holding VXF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

LRI Investments's VXF Position: Q2 2026 in Review

LRI Investments held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 437 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #436.

LRI Investments first reported a position in VXF in Q1 2024 and has held it in 10 quarters since. 529 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • LRI Investments held 437 shares of Vanguard Extended Market ETF worth $108K as of Q2 2026.
  • LRI Investments left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #436 holding.
  • LRI Investments first reported a position in Vanguard Extended Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 529 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.