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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Luminvest Wealth Management's VXF Position: Q2 2026 in Review

Luminvest Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 11% in Q2 2026, buying an estimated $956K and bringing the position to 41,698 shares worth $10.2M. The position accounts for 2.37% of the portfolio, ranked #10.

Luminvest Wealth Management first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Luminvest Wealth Management held 41,698 shares of Vanguard Extended Market ETF worth $10.2M as of Q2 2026.
Luminvest Wealth Management bought 4,171 Vanguard Extended Market ETF shares in Q2 2026, an estimated $956K.
Vanguard Extended Market ETF made up 2.37% of Luminvest Wealth Management's portfolio in Q2 2026, its #10 holding.
Luminvest Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 11 quarters since.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.