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 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

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

Luminvest Wealth Management's VXF Position: Q1 2026 in Review

Luminvest Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 1.7% in Q1 2026, buying an estimated $132K and bringing the position to 37,527 shares worth $7.88M. The position accounts for 2.06% of the portfolio, ranked #10.

Luminvest Wealth Management first reported a position in VXF in Q4 2023 and has held it in 10 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Luminvest Wealth Management held 37,527 shares of Vanguard Extended Market ETF worth $7.88M as of Q1 2026.
Luminvest Wealth Management bought 616 Vanguard Extended Market ETF shares in Q1 2026, an estimated $132K.
Vanguard Extended Market ETF made up 2.06% of Luminvest Wealth Management's portfolio in Q1 2026, its #10 holding.
Luminvest Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 10 quarters since.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.