TD Capital Management LLC VXF — Vanguard Index Tr Vanguard Extended EXTENDMKT ETF

Ownership history in TD Capital Management LLC  ·  66 quarters on record

AI Ownership Summary

TD Capital Management LLC reported Vanguard Index Tr Vanguard Extended EXTENDMKT ETF (VXF) in 66 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.87% in 2023 Q4. The latest visible filing shows VXF at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VXF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TD Capital Management LLC's position in Vanguard Index Tr Vanguard Extended EXTENDMKT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VXF was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VXF stock page TD Capital Management LLC fund profile TD Capital Management LLC full holdings
How TD Capital Management LLC held VXF — position size vs. price
% of Fund (quarterly)    VXF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 39,586 -858 -2.1% 0.73% $8.1M 2026-05-11 $229.51
2025 Q4 REDUCED — — — 40,444 -863 -2.1% 0.75% $8.5M 2026-02-26 $218.58
2025 Q3 REDUCED — — — 41,307 -1,340 -3.1% 0.78% $8.6M 2025-11-24 $202.38
2025 Q2 REDUCED — — — 42,647 -400 -0.9% 0.78% $8.2M 2025-08-08 $194.84
2025 Q1 REDUCED — — — 43,047 -998 -2.3% 0.75% $7.4M 2025-05-14 $182.69
2024 Q4 REDUCED — — — 44,045 -171 -0.4% 0.85% $8.4M 2025-02-05 $197.82
2024 Q3 REDUCED — — — 44,216 -346 -0.8% 0.81% $8.0M 2024-11-08 $194.63
2024 Q2 REDUCED — — — 44,562 -1,578 -3.4% 0.79% $7.5M 2024-08-05 $160.59
2024 Q1 UNCHANGED — — — 46,140 — 0% 0.87% $7.6M 2024-05-10 $166.52
2023 Q4 REDUCED — — — 46,140 -414 -0.9% 0.87% $7.6M 2024-02-12 $163.81
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VXF

As of 2026 Q1 — sorted by position size

Tenon Financial LLC 20.31% ACT WEALTH MANAGEMENT, LLC 3Y 14.01% Gleason Group, Inc. 3Y 12.93% Plante Moran Financial Advisors, LLC 3Y 7Y 11.06% MARQUETTE ASSOCIATES, INC. 10.85% Prime Buchholz LLC 8.62% Columbia River Financial Group, LLC 8.16% FC Advisory LLC 3Y 7Y 8.11% Charis Legacy Partners, LLC 8.02% Van Cleef Asset Management,Inc 3Y 7Y 7.73%

FAQ About TD Capital Management LLC and VXF

These are the practical questions this page is built to answer before you even open the full history table.

How long has TD Capital Management LLC reported owning VXF?

TD Capital Management LLC reported VXF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VXF position in TD Capital Management LLC's portfolio?

The largest reported portfolio weight for VXF was 0.87% in 2023 Q4.

What is the latest reported VXF position on this page?

The most recent filing on this page is 2026 Q1, when TD Capital Management LLC reported 39,586 shares, equal to 0.73% of portfolio, with an estimated market value of $8.1M.

What does the chart on this VXF ownership page compare?

The chart compares TD Capital Management LLC's quarterly VXF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TD Capital Management LLC time their VXF position?

Based on 13F filing dates vs. subsequent VXF price moves, TD Capital Management LLC correctly timed 30 out of 58 reported position changes (52%).

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