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Optima Capital’s Vanguard Extended Market ETF VXF Stock Holding History

Optima Capital’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 		– Sell
-643
Closed -$134K – 1295
2025
Q4 		$134K Buy
+643
New +$135K 0.06% 191

Other funds holding VXF

Envestnet Asset Management
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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

Optima Capital's VXF Position: Q1 2026 in Review

Optima Capital sold out of Vanguard Extended Market ETF (VXF) in Q1 2026, closing a stake of 643 shares — an estimated $134K sold.

Optima Capital first reported a position in VXF in Q4 2025 and held it in 1 quarter. The position peaked at $134K in Q4 2025. 1,003 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Optima Capital reported no remaining Vanguard Extended Market ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 643 Vanguard Extended Market ETF shares in Q1 2026, an estimated $134K.
  • Optima Capital first reported a position in Vanguard Extended Market ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Vanguard Extended Market ETF position peaked at $134K in Q4 2025.
  • 1,003 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.