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Alta Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Alta Wealth Advisors’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
Q2 		$285K Buy
1,159
+31
+3% +$7.1K 0.08% 150
2026
Q1 		$232K Buy
1,128
+99
+10% +$21.2K 0.08% 156
2025
Q4 		$215K Buy
1,029
+72
+8% +$15.1K 0.07% 156
2025
Q3 		$200K Buy
+957
New +$194K 0.07% 152
2023
Q4 		– Sell
-2,651
Closed -$380K – 136
2023
Q3 		$380K Sell
2,651
-51
-2% -$7.65K 0.23% 99
2023
Q2 		$402K Sell
2,702
-981
-27% -$138K 0.24% 105
2023
Q1 		$516K Buy
3,683
+74
+2% +$10.5K 0.33% 90
2022
Q4 		$479K Sell
3,609
-88
-2% -$11.9K 0.32% 95
2022
Q3 		$470K Hold
3,697
– – 0.34% 93
2022
Q2 		$483K Buy
3,697
+45
+1% +$6.55K 0.33% 90
2022
Q1 		$605K Buy
3,652
+108
+3% +$17.8K 0.36% 85
2021
Q4 		$648K Sell
3,544
-10
-0.3% -$1.88K 0.4% 78
2021
Q3 		$648K Hold
3,554
– – 0.47% 76
2021
Q2 		$670K Buy
3,554
+70
+2% +$12.8K 0.49% 77
2021
Q1 		$616K Sell
3,484
-27
-0.8% -$4.8K 0.52% 75
2020
Q4 		$578K Buy
+3,511
New +$520K 0.49% 71

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alta Wealth Advisors's VXF Position: Q2 2026 in Review

Alta Wealth Advisors increased its Vanguard Extended Market ETF (VXF) stake by 2.7% in Q2 2026, buying an estimated $7.1K and bringing the position to 1,159 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #150.

Alta Wealth Advisors first reported a position in VXF in Q4 2020 and has held it in 16 quarters since. The position peaked at $670K in Q2 2021. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Alta Wealth Advisors held 1,159 shares of Vanguard Extended Market ETF worth $285K as of Q2 2026.
  • Alta Wealth Advisors bought 31 Vanguard Extended Market ETF shares in Q2 2026, an estimated $7.1K.
  • Vanguard Extended Market ETF made up 0.08% of Alta Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • Alta Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 16 quarters since.
  • Alta Wealth Advisors's Vanguard Extended Market ETF position peaked at $670K in Q2 2021.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.