WWM
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Western Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Western 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
Q1 		$2.39M Sell
11,626
-10
-0.1% -$2.14K 0.09% 245
2025
Q4 		$2.43M Buy
11,636
+9,956
+593% +$2.09M 0.11% 185
2025
Q3 		$352K Sell
1,680
-11
-0.7% -$2.23K 0.02% 546
2025
Q2 		$326K Sell
1,691
-78
-4% -$13.9K 0.02% 534
2025
Q1 		$305K Sell
1,769
-128
-7% -$24.2K 0.02% 530
2024
Q4 		$360K Sell
1,897
-198
-9% -$38.2K 0.02% 466
2024
Q3 		$381K Sell
2,095
-74
-3% -$12.9K 0.02% 524
2024
Q2 		$366K Buy
2,169
+39
+2% +$6.58K 0.03% 446
2024
Q1 		$373K Buy
2,130
+4
+0.2% +$664 0.03% 439
2023
Q4 		$350K Sell
2,126
-334
-14% -$49.1K 0.03% 512
2023
Q3 		$353K Buy
2,460
+128
+5% +$19.2K 0.03% 464
2023
Q2 		$347K Sell
2,332
-55
-2% -$7.71K 0.03% 468
2023
Q1 		$335K Buy
2,387
+2
+0.1% +$284 0.03% 472
2022
Q4 		$317K Sell
2,385
-1,476
-38% -$200K 0.03% 450
2022
Q3 		$492K Buy
3,861
+234
+6% +$33K 0.03% 490
2022
Q2 		$476K Sell
3,627
-212
-6% -$30.9K 0.03% 492
2022
Q1 		$636K Buy
3,839
+1,771
+86% +$291K 0.03% 458
2021
Q4 		$379K Buy
+2,068
New +$389K 0.04% 395
2021
Q2 		$319K Sell
1,689
-1,080
-39% -$197K 0.03% 478
2021
Q1 		$490K Buy
2,769
+83
+3% +$14.7K 0.07% 278
2020
Q4 		$442K Sell
2,686
-300
-10% -$44.5K 0.06% 274
2020
Q3 		$387K Hold
2,986
– – 0.06% 287
2020
Q2 		$353K Buy
+2,986
New +$320K 0.06% 282
2020
Q1 		– Sell
-11,816
Closed -$1.49M – 428
2019
Q4 		$1.49M Buy
11,816
+844
+8% +$102K 0.23% 103
2019
Q3 		$1.28M Sell
10,972
-763
-7% -$89.8K 0.27% 92
2019
Q2 		$1.39M Sell
11,735
-834
-7% -$97.5K 0.18% 107
2019
Q1 		$1.45M Buy
12,569
+3,977
+46% +$446K 0.32% 78
2018
Q4 		$856K Buy
+8,592
New +$942K 0.23% 106

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

Western Wealth Management's VXF Position: Q1 2026 in Review

Western Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 0.09% in Q1 2026, selling an estimated $2.14K and leaving 11,626 shares worth $2.39M. The position accounts for 0.09% of the portfolio, ranked #245.

Western Wealth Management first reported a position in VXF in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.43M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Western Wealth Management held 11,626 shares of Vanguard Extended Market ETF worth $2.39M as of Q1 2026.
  • Western Wealth Management sold 10 Vanguard Extended Market ETF shares in Q1 2026, an estimated $2.14K.
  • Vanguard Extended Market ETF made up 0.09% of Western Wealth Management's portfolio in Q1 2026, its #245 holding.
  • Western Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 28 quarters since.
  • Western Wealth Management's Vanguard Extended Market ETF position peaked at $2.43M in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.