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True Wealth Design’s Vanguard Extended Market ETF VXF Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-19
Closed -$3.98K – 2838
2025
Q3 		$3.98K Sell
19
-32
-63% -$6.47K ﹤0.01% 1171
2025
Q2 		$9.83K Sell
51
-86
-63% -$15.3K ﹤0.01% 590
2025
Q1 		$23.6K Buy
+137
New +$25.9K 0.01% 318

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

True Wealth Design's VXF Position: Q4 2025 in Review

True Wealth Design sold out of Vanguard Extended Market ETF (VXF) in Q4 2025, closing a stake of 19 shares — an estimated $3.98K sold.

True Wealth Design first reported a position in VXF in Q1 2025 and held it in 3 quarters. The position peaked at $23.6K in Q1 2025. 990 funds tracked by Wall St. Rank hold VXF as of Q4 2025.

  • True Wealth Design reported no remaining Vanguard Extended Market ETF position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 19 Vanguard Extended Market ETF shares in Q4 2025, an estimated $3.98K.
  • True Wealth Design first reported a position in Vanguard Extended Market ETF in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Vanguard Extended Market ETF position peaked at $23.6K in Q1 2025.
  • 990 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.