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 Q2	$296K	Hold	1,201	–	–	0.08%	70
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shakespeare Wealth Management's VXF Position: Q2 2026 in Review

Shakespeare Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,201 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #70.

Shakespeare Wealth Management first reported a position in VXF in Q1 2023 and has held it in 14 quarters since. The position peaked at $324K in Q1 2024. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Shakespeare Wealth Management held 1,201 shares of Vanguard Extended Market ETF worth $296K as of Q2 2026.
Shakespeare Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.08% of Shakespeare Wealth Management's portfolio in Q2 2026, its #70 holding.
Shakespeare Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2023 and has held it in 14 quarters since.
Shakespeare Wealth Management's Vanguard Extended Market ETF position peaked at $324K in Q1 2024.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.