MWM
VXF icon

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

Meridian 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 		$1.01M Buy
4,895
+89
+2% +$19K 0.04% 357
2025
Q4 		$1M Sell
4,806
-6
-0.1% -$1.26K 0.04% 354
2025
Q3 		$1.01M Sell
4,812
-187
-4% -$37.8K 0.04% 326
2025
Q2 		$963K Sell
4,999
-123
-2% -$21.8K 0.04% 318
2025
Q1 		$882K Buy
5,122
+380
+8% +$71.9K 0.04% 312
2024
Q4 		$901K Sell
4,742
-72
-1% -$13.9K 0.04% 304
2024
Q3 		$876K Buy
+4,814
New +$842K 0.04% 305
2024
Q1 		– Sell
-4,331
Closed -$710K – 567
2023
Q4 		$710K Sell
4,331
-305
-7% -$44.8K 0.05% 314
2023
Q3 		$666K Buy
4,636
+290
+7% +$43.5K 0.04% 308
2023
Q2 		$647K Sell
4,346
-156
-3% -$21.9K 0.05% 277
2023
Q1 		$631K Sell
4,502
-177
-4% -$25.1K 0.06% 285
2022
Q4 		$622K Sell
4,679
-99
-2% -$13.4K 0.06% 269
2022
Q3 		$607K Sell
4,778
-15,147
-76% -$2.14M 0.07% 247
2022
Q2 		$2.61M Buy
19,925
+17,103
+606% +$2.49M 0.21% 119
2022
Q1 		$467K Hold
2,822
– – 0.05% 250
2021
Q4 		$516K Buy
+2,822
New +$531K 0.06% 240

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Meridian Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 1.9% in Q1 2026, buying an estimated $19K and bringing the position to 4,895 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #357.

Meridian Wealth Management first reported a position in VXF in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.61M in Q2 2022. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Meridian Wealth Management held 4,895 shares of Vanguard Extended Market ETF worth $1.01M as of Q1 2026.
  • Meridian Wealth Management bought 89 Vanguard Extended Market ETF shares in Q1 2026, an estimated $19K.
  • Vanguard Extended Market ETF made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #357 holding.
  • Meridian Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Meridian Wealth Management's Vanguard Extended Market ETF position peaked at $2.61M in Q2 2022.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.