Wealth Dimensions Group’s Vanguard Extended Market ETF VXF Stock Holding History

Wealth Dimensions Group’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	$266K	Sell	1,290 -10	-0.8%	-$2.14K	0.05%	145
2025 Q4	$272K	Buy	1,300 +1	+0.1%	+$210	0.05%	137
2025 Q3	$272K	Buy	1,299 +1	+0.1%	+$202	0.06%	146
2025 Q2	$250K	Buy	1,298 +3	+0.2%	+$533	0.06%	145
2025 Q1	$223K	Buy	1,295 +1	+0.1%	+$189	0.05%	149
2024 Q4	$246K	Buy	1,294 +3	+0.2%	+$578	0.06%	132
2024 Q3	$235K	Buy	1,291 +2	+0.2%	+$350	0.06%	133
2024 Q2	$217K	Buy	1,289 +4	+0.3%	+$675	0.06%	135
2024 Q1	$225K	Buy	1,285 +3	+0.2%	+$498	0.07%	130
2023 Q4	$211K	Buy	+1,282	New	+$188K	0.07%	131
2023 Q3	–	Sell	-1,349	Closed	-$201K	–	138
2023 Q2	$201K	Buy	+1,349	New	+$189K	0.07%	134

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

Wealth Dimensions Group's VXF Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Vanguard Extended Market ETF (VXF) stake by 0.77% in Q1 2026, selling an estimated $2.14K and leaving 1,290 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #145.

Wealth Dimensions Group first reported a position in VXF in Q2 2023 and has held it in 11 quarters since. The position peaked at $272K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Wealth Dimensions Group held 1,290 shares of Vanguard Extended Market ETF worth $266K as of Q1 2026.
Wealth Dimensions Group sold 10 Vanguard Extended Market ETF shares in Q1 2026, an estimated $2.14K.
Vanguard Extended Market ETF made up 0.05% of Wealth Dimensions Group's portfolio in Q1 2026, its #145 holding.
Wealth Dimensions Group first reported a position in Vanguard Extended Market ETF in Q2 2023 and has held it in 11 quarters since.
Wealth Dimensions Group's Vanguard Extended Market ETF position peaked at $272K in Q3 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.