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Wealthspire Advisors (New York)’s Vanguard Extended Market ETF VXF Stock Holding History

Wealthspire Advisors (New York)’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 		$169M Sell
823,550
-11,541
-1% -$2.47M 1.33% 19
2025
Q4 		$175M Sell
835,091
-811,241
-49% -$170M 1.39% 17
2025
Q3 		$345M Buy
1,646,332
+17,472
+1% +$3.53M 1.8% 14
2025
Q2 		$314M Buy
1,628,860
+45,828
+3% +$8.14M 1.76% 14
2025
Q1 		$273M Buy
1,583,032
+803,373
+103% +$152M 1.63% 16
2024
Q4 		$148M Buy
779,659
+17,871
+2% +$3.44M 1.47% 15
2024
Q3 		$139M Buy
761,788
+22,643
+3% +$3.96M 1.41% 15
2024
Q2 		$125M Buy
739,145
+6,226
+0.8% +$1.05M 1.6% 13
2024
Q1 		$128M Buy
732,919
+4,959
+0.7% +$823K 1.71% 13
2023
Q4 		$120M Buy
727,960
+57,760
+9% +$8.49M 1.7% 13
2023
Q3 		$96.1M Buy
670,200
+39,667
+6% +$5.95M 1.59% 13
2023
Q2 		$93.8M Buy
630,533
+20,378
+3% +$2.86M 1.53% 14
2023
Q1 		$85.5M Buy
610,155
+26,516
+5% +$3.76M 1.47% 14
2022
Q4 		$77.5M Buy
583,639
+8,846
+2% +$1.2M 1.41% 15
2022
Q3 		$73.1M Buy
574,793
+33,438
+6% +$4.71M 1.53% 14
2022
Q2 		$71M Sell
541,355
-7,105
-1% -$1.03M 1.48% 15
2022
Q1 		$90.9M Buy
548,460
+46,451
+9% +$7.64M 2.04% 12
2021
Q4 		$91.8M Buy
502,009
+48,907
+11% +$9.2M 2.03% 12
2021
Q3 		$82.6M Buy
453,102
+19,563
+5% +$3.65M 1.71% 14
2021
Q2 		$81.8M Buy
433,539
+68,052
+19% +$12.4M 2.15% 13
2021
Q1 		$64.7M Buy
365,487
+31,138
+9% +$5.53M 1.53% 14
2020
Q4 		$55.1M Buy
334,349
+223,290
+201% +$33.1M 1.64% 14
2020
Q3 		$14.4M Buy
111,059
+10,398
+10% +$1.32M 0.86% 19
2020
Q2 		$11.9M Sell
100,661
-154,454
-61% -$16.6M 0.83% 18
2020
Q1 		$23.1M Buy
255,115
+234,905
+1,162% +$27.3M 0.97% 20
2019
Q4 		$2.55M Buy
20,210
+15,261
+308% +$1.84M 0.19% 35
2019
Q3 		$576K Buy
4,949
+2,846
+135% +$335K 0.05% 77
2019
Q2 		$249K Buy
+2,103
New +$246K 0.02% 83

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
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 $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s VXF Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Extended Market ETF (VXF) stake by 1.4% in Q1 2026, selling an estimated $2.47M and leaving 823,550 shares worth $169M. The position accounts for 1.33% of the portfolio, ranked #19.

Wealthspire Advisors (New York) first reported a position in VXF in Q2 2019 and has held it in 28 quarters since. The position peaked at $345M in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Wealthspire Advisors (New York) held 823,550 shares of Vanguard Extended Market ETF worth $169M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 11,541 Vanguard Extended Market ETF shares in Q1 2026, an estimated $2.47M.
  • Vanguard Extended Market ETF made up 1.33% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #19 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Extended Market ETF in Q2 2019 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard Extended Market ETF position peaked at $345M in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.