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Ruggaard & Associates’s Vanguard Extended Market ETF VXF Stock Holding History

Ruggaard & Associates’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 		$327K Sell
1,590
-14
-0.9% -$3K 0.13% 95
2025
Q4 		$335K Buy
1,604
+12
+0.8% +$2.52K 0.13% 90
2025
Q3 		$333K Buy
1,592
+28
+2% +$5.67K 0.12% 90
2025
Q2 		$301K Sell
1,564
-225
-13% -$40K 0.12% 93
2025
Q1 		$308K Buy
1,789
+147
+9% +$27.8K 0.14% 92
2024
Q4 		$312K Buy
1,642
+123
+8% +$23.7K 0.14% 87
2024
Q3 		$276K Sell
1,519
-33
-2% -$5.77K 0.12% 100
2024
Q2 		$262K Buy
1,552
+170
+12% +$28.7K 0.12% 97
2024
Q1 		$242K Buy
1,382
+34
+3% +$5.64K 0.12% 104
2023
Q4 		$222K Buy
+1,348
New +$198K 0.12% 104

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

Ruggaard & Associates's VXF Position: Q1 2026 in Review

Ruggaard & Associates reduced its Vanguard Extended Market ETF (VXF) stake by 0.87% in Q1 2026, selling an estimated $3K and leaving 1,590 shares worth $327K. The position accounts for 0.13% of the portfolio, ranked #95.

Ruggaard & Associates first reported a position in VXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $335K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Ruggaard & Associates held 1,590 shares of Vanguard Extended Market ETF worth $327K as of Q1 2026.
  • Ruggaard & Associates sold 14 Vanguard Extended Market ETF shares in Q1 2026, an estimated $3K.
  • Vanguard Extended Market ETF made up 0.13% of Ruggaard & Associates's portfolio in Q1 2026, its #95 holding.
  • Ruggaard & Associates first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Ruggaard & Associates's Vanguard Extended Market ETF position peaked at $335K in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.