S.A. Mason’s Vanguard Extended Market ETF VXF Stock Holding History

S.A. Mason’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	$206K	Buy	1,000 +100	+11%	+$21.4K	0.08%	201
2025 Q4	$188K	Hold	900	–	–	0.07%	197
2025 Q3	$188K	Hold	900	–	–	0.08%	189
2025 Q2	$173K	Hold	900	–	–	0.08%	183
2025 Q1	$155K	Hold	900	–	–	0.08%	193
2024 Q4	$171K	Hold	900	–	–	0.09%	181
2024 Q3	$164K	Hold	900	–	–	0.09%	178
2024 Q2	$152K	Hold	900	–	–	0.09%	177
2024 Q1	$158K	Hold	900	–	–	0.09%	171
2023 Q4	$148K	Hold	900	–	–	0.1%	172
2023 Q3	$129K	Hold	900	–	–	0.09%	180
2023 Q2	$126K	Hold	900	–	–	0.09%	179
2023 Q1	$126K	Hold	900	–	–	0.09%	179
2022 Q4	$120K	Hold	900	–	–	0.09%	181
2022 Q3	$114K	Sell	900 -165	-15%	-$23.3K	0.09%	188
2022 Q2	$140K	Hold	1,065	–	–	0.1%	180
2022 Q1	$176K	Hold	1,065	–	–	0.11%	171
2021 Q4	$195K	Hold	1,065	–	–	0.12%	164
2021 Q3	$194K	Hold	1,065	–	–	0.13%	157
2021 Q2	$201K	Hold	1,065	–	–	0.14%	157
2021 Q1	$188K	Hold	1,065	–	–	0.14%	157
2020 Q4	$175K	Hold	1,065	–	–	0.15%	153
2020 Q3	$138K	Hold	1,065	–	–	0.13%	154
2020 Q2	$126K	Hold	1,065	–	–	0.13%	154
2020 Q1	$96K	Hold	1,065	–	–	0.12%	161
2019 Q4	$134K	Buy	+1,065	New	+$129K	0.13%	154

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 $49B AUM 17.78% 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

S.A. Mason's VXF Position: Q1 2026 in Review

S.A. Mason increased its Vanguard Extended Market ETF (VXF) stake by 11% in Q1 2026, buying an estimated $21.4K and bringing the position to 1,000 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #201.

S.A. Mason first reported a position in VXF in Q4 2019 and has held it in 26 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

S.A. Mason held 1,000 shares of Vanguard Extended Market ETF worth $206K as of Q1 2026.
S.A. Mason bought 100 Vanguard Extended Market ETF shares in Q1 2026, an estimated $21.4K.
Vanguard Extended Market ETF made up 0.08% of S.A. Mason's portfolio in Q1 2026, its #201 holding.
S.A. Mason first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 26 quarters since.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.