Shakespeare Wealth Management, LLC
Position in VXF — Vanguard Extended Market ETF
CIK 1658509
Pewaukee, WI
Position in VXF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$247,165
-$47,275 QoQ
Shares Held
1,201
-14.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,165 | 1,201 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $294,440 | 1,408 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $294,750 | 1,408 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $271,335 | 1,408 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $242,542 | 1,408 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $267,491 | 1,408 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $256,241 | 1,408 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $237,656 | 1,408 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $323,898 | 1,848 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $303,848 | 1,848 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $264,873 | 1,848 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $275,037 | 1,848 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $259,089 | 1,848 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||