Magnolia Private Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

Magnolia Private Wealth’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	$541K	Sell	2,630 -182	-6%	-$39K	0.36%	63
2025 Q4	$588K	Hold	2,812	–	–	0.41%	57
2025 Q3	$589K	Sell	2,812 -1,866	-40%	-$378K	0.43%	53
2025 Q2	$901K	Sell	4,678 -166	-3%	-$29.5K	0.7%	37
2025 Q1	$834K	Sell	4,844 -1,398	-22%	-$265K	0.69%	37
2024 Q4	$1.19M	Buy	+6,242	New	+$1.2M	1.02%	25

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 $58.2B AUM 22.78% 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

Magnolia Private Wealth's VXF Position: Q1 2026 in Review

Magnolia Private Wealth reduced its Vanguard Extended Market ETF (VXF) stake by 6.5% in Q1 2026, selling an estimated $39K and leaving 2,630 shares worth $541K. The position accounts for 0.36% of the portfolio, ranked #63.

Magnolia Private Wealth first reported a position in VXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2024. 1,004 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Magnolia Private Wealth held 2,630 shares of Vanguard Extended Market ETF worth $541K as of Q1 2026.
Magnolia Private Wealth sold 182 Vanguard Extended Market ETF shares in Q1 2026, an estimated $39K.
Vanguard Extended Market ETF made up 0.36% of Magnolia Private Wealth's portfolio in Q1 2026, its #63 holding.
Magnolia Private Wealth first reported a position in Vanguard Extended Market ETF in Q4 2024 and has held it in 6 quarters since.
Magnolia Private Wealth's Vanguard Extended Market ETF position peaked at $1.19M in Q4 2024.
1,004 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.