IAA
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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Advisor Alliance's VXF Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Vanguard Extended Market ETF (VXF) in Q1 2026: 104,714 shares worth $21.6M. The stake represents 0.23% of the portfolio and ranks #87 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in VXF as recently as Q4 2024.

Independent Advisor Alliance first reported a position in VXF in Q1 2017 and has held it in 13 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Independent Advisor Alliance held 104,714 shares of Vanguard Extended Market ETF worth $21.6M as of Q1 2026.
  • Vanguard Extended Market ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Vanguard Extended Market ETF made up 0.23% of Independent Advisor Alliance's portfolio in Q1 2026, its #87 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Extended Market ETF in Q1 2017 and has held it in 13 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.