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

Shakespeare 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	$247K	Sell	1,201 -207	-15%	-$44.3K	0.06%	86
2025 Q4	$294K	Hold	1,408	–	–	0.07%	87
2025 Q3	$295K	Hold	1,408	–	–	0.07%	84
2025 Q2	$271K	Hold	1,408	–	–	0.07%	82
2025 Q1	$243K	Hold	1,408	–	–	0.06%	92
2024 Q4	$267K	Hold	1,408	–	–	0.07%	83
2024 Q3	$256K	Hold	1,408	–	–	0.07%	84
2024 Q2	$238K	Sell	1,408 -440	-24%	-$74.3K	0.07%	78
2024 Q1	$324K	Hold	1,848	–	–	0.09%	69
2023 Q4	$304K	Hold	1,848	–	–	0.09%	68
2023 Q3	$265K	Hold	1,848	–	–	0.09%	70
2023 Q2	$275K	Hold	1,848	–	–	0.09%	65
2023 Q1	$259K	Buy	+1,848	New	+$262K	0.09%	64

Other funds holding VXF

Envestnet Asset Management

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

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

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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 $528B AUM 27.57% 1-Year Est. Return