WealthShield Partners’s Vanguard Extended Market ETF VXF Stock Holding History

WealthShield Partners’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	$20.2K	Hold	98	–	–	﹤0.01%	499
2025 Q4	$20.5K	Hold	98	–	–	﹤0.01%	478
2025 Q3	$20.5K	Hold	98	–	–	﹤0.01%	477
2025 Q2	$18.9K	Hold	98	–	–	﹤0.01%	473
2025 Q1	$16.9K	Sell	98 -435	-82%	-$82.3K	﹤0.01%	466
2024 Q4	$101K	Buy	533 +435	+444%	+$83.9K	0.01%	338
2024 Q3	$17.9K	Hold	98	–	–	﹤0.01%	434
2024 Q2	$16.6K	Hold	98	–	–	﹤0.01%	410
2024 Q1	$17.2K	Hold	98	–	–	﹤0.01%	404
2023 Q4	$16.1K	Hold	98	–	–	﹤0.01%	414
2023 Q3	$14.1K	Hold	98	–	–	﹤0.01%	429
2023 Q2	$14.6K	Hold	98	–	–	﹤0.01%	432
2023 Q1	$13.7K	Buy	+98	New	+$13.9K	﹤0.01%	431
2021 Q3	–	Sell	-2,079	Closed	-$392K	–	737
2021 Q2	$392K	Buy	2,079 +346	+20%	+$63.2K	0.06%	178
2021 Q1	$307K	Buy	+1,733	New	+$308K	0.06%	203
2020 Q4	–	Sell	-36	Closed	-$5K	–	423
2020 Q3	$5K	Hold	36	–	–	﹤0.01%	365
2020 Q2	$4K	Hold	36	–	–	﹤0.01%	313
2020 Q1	$3K	Sell	36 -136	-79%	-$15.8K	﹤0.01%	253
2019 Q4	$22K	Hold	172	–	–	0.01%	233
2019 Q3	$20K	Hold	172	–	–	0.01%	221
2019 Q2	$20K	Hold	172	–	–	0.01%	195
2019 Q1	$20K	Sell	172 -206	-54%	-$23.1K	0.01%	219
2018 Q4	$38K	Hold	378	–	–	0.03%	170
2018 Q3	$47K	Hold	378	–	–	0.03%	169
2018 Q2	$45K	Sell	378 -240	-39%	-$27.8K	0.03%	160
2018 Q1	$69K	Hold	618	–	–	0.04%	142
2017 Q4	$70K	Buy	+618	New	+$67.7K	0.04%	148

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

WealthShield Partners's VXF Position: Q1 2026 in Review

WealthShield Partners held its Vanguard Extended Market ETF (VXF) position steady in Q1 2026 at 98 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

WealthShield Partners first reported a position in VXF in Q4 2017 and has held it in 27 quarters since. The position peaked at $392K in Q2 2021. 1,003 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

WealthShield Partners held 98 shares of Vanguard Extended Market ETF worth $20.2K as of Q1 2026.
WealthShield Partners left its Vanguard Extended Market ETF share count unchanged in Q1 2026.
Vanguard Extended Market ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #499 holding.
WealthShield Partners first reported a position in Vanguard Extended Market ETF in Q4 2017 and has held it in 27 quarters since.
WealthShield Partners's Vanguard Extended Market ETF position peaked at $392K in Q2 2021.
1,003 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.