Luminvest Wealth Management
VXF icon

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

Luminvest 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
Q3 		$8.49M Sell
36,557
-5,141
-12% -$1.24M 2.23% 10
2026
Q2 		$10.2M Buy
41,698
+4,171
+11% +$956K 2.37% 10
2026
Q1 		$7.88M Buy
37,527
+616
+2% +$132K 2.06% 10
2025
Q4 		$7.72M Buy
36,911
+11,450
+45% +$2.4M 2.14% 10
2025
Q3 		$5.33M Buy
25,461
+2,711
+12% +$548K 1.74% 10
2025
Q2 		$4.39M Buy
22,750
+2,598
+13% +$461K 1.57% 11
2025
Q1 		$3.47M Sell
20,152
-1,857
-8% -$351K 1.43% 11
2024
Q4 		$4.18M Sell
22,009
-1,208
-5% -$233K 1.69% 11
2024
Q3 		$4.27M Buy
23,217
+1,620
+8% +$283K 1.77% 11
2024
Q2 		$3.67M Buy
21,597
+12,774
+145% +$2.16M 1.72% 11
2024
Q1 		$1.58M Sell
8,823
-8
-0.1% -$1.33K 1% 11
2023
Q4 		$1.58M Buy
+8,831
New +$1.3M 1.04% 11

Other funds holding VXF

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Luminvest Wealth Management's VXF Position: Q3 2026 in Review

Luminvest Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 12% in Q3 2026, selling an estimated $1.24M and leaving 36,557 shares worth $8.49M. The position accounts for 2.23% of the portfolio, ranked #10.

Luminvest Wealth Management first reported a position in VXF in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q2 2026. 852 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Luminvest Wealth Management held 36,557 shares of Vanguard Extended Market ETF worth $8.49M as of Q3 2026.
  • Luminvest Wealth Management sold 5,141 Vanguard Extended Market ETF shares in Q3 2026, an estimated $1.24M.
  • Vanguard Extended Market ETF made up 2.23% of Luminvest Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Luminvest Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 12 quarters since.
  • Luminvest Wealth Management's Vanguard Extended Market ETF position peaked at $10.2M in Q2 2026.
  • 852 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.