Independent Advisor Alliance’s Vanguard Extended Market ETF VXF Stock Holding History

Independent Advisor Alliance’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	–	Sell	-104,714	Closed	-$21.6M	–	1630
2026 Q1	$21.6M	Buy	+104,714	New	+$22.4M	0.23%	87
2025 Q1	–	Sell	-20,734	Closed	-$3.94M	–	1366
2024 Q4	$3.94M	Buy	+20,734	New	+$4M	0.05%	328
2024 Q3	–	Sell	-46,537	Closed	-$7.85M	–	765
2024 Q2	$7.85M	Sell	46,537 -790	-2%	-$133K	0.27%	68
2024 Q1	$8.3M	Sell	47,327 -23,336	-33%	-$3.87M	0.3%	65
2023 Q4	$10.9M	Buy	70,663 +34,991	+98%	+$5.14M	0.39%	44
2023 Q3	$5.11M	Buy	35,672 +7,399	+26%	+$1.11M	0.23%	81
2023 Q2	$4.21M	Sell	28,273 -100	-0.4%	-$14K	0.19%	102
2023 Q1	$3.98M	Buy	28,373 +13,366	+89%	+$1.9M	0.19%	102
2022 Q4	$1.99M	Buy	15,007 +4,149	+38%	+$562K	0.69%	25
2022 Q3	$1.38M	Buy	10,858 +454	+4%	+$64K	0.08%	217
2022 Q2	$1.36M	Buy	+10,404	New	+$1.51M	0.08%	212
2020 Q1	–	Sell	-67,415	Closed	-$8.49M	–	869
2019 Q4	$8.49M	Buy	+67,415	New	+$8.14M	0.37%	60
2017 Q2	–	Sell	-38,980	Closed	-$3.83M	–	416
2017 Q1	$3.83M	Buy	+38,980	New	+$3.86M	0.61%	47

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Advisor Alliance's VXF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Extended Market ETF (VXF) in Q2 2026, closing a stake of 104,714 shares — an estimated $21.6M sold.

Independent Advisor Alliance first reported a position in VXF in Q1 2017 and held it in 13 quarters. The position peaked at $21.6M in Q1 2026. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Extended Market ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 104,714 Vanguard Extended Market ETF shares in Q2 2026, an estimated $21.6M.
Independent Advisor Alliance first reported a position in Vanguard Extended Market ETF in Q1 2017 and held it in 13 quarters.
Independent Advisor Alliance's Vanguard Extended Market ETF position peaked at $21.6M in Q1 2026.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.