VXF Vanguard Extended Market

Ownership history in LAM GROUP, INC.  ·  13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in Vanguard Extended Market (VXF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.32% (2023 Q4)
Avg. % of fund
5.77%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 43,410 +625 +1.5% 5.20% $9.1M $209.12
2025 Q3 REDUCED 42,785 -1,625 -3.7% 5.55% $9.0M $208.69
2025 Q2 ADDED 44,410 +1,365 +3.2% 5.72% $8.6M $191.59
2025 Q1 ADDED 43,045 +472 +1.1% 5.46% $7.4M $170.78
2024 Q4 REDUCED 42,573 -120 -0.3% 5.77% $8.1M $187.71
2024 Q3 REDUCED 42,693 -255 -0.6% 5.50% $7.8M $179.28
2024 Q2 ADDED 42,948 +325 +0.8% 6.11% $7.2M $165.83
2024 Q1 ADDED 42,623 +425 +1.0% 6.09% $7.5M $171.63
2023 Q4 ADDED 42,198 +618 +1.5% 6.32% $6.9M $160.58
2023 Q3 REDUCED 41,580 -3 -0.0% 5.85% $6.0M $139.41
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VXF price (monthly, adj. close)
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