IFG
VXF icon

Independent Financial Group’s Vanguard Extended Market ETF VXF Stock Holding History

Independent Financial Group’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 		$1.49M Sell
6,054
-61
-1% -$14K 0.03% 550
2026
Q1 		$1.26M Buy
6,115
+1,447
+31% +$310K 0.03% 541
2025
Q4 		$976K Buy
4,668
+50
+1% +$10.5K 0.02% 628
2025
Q3 		$967K Sell
4,618
-175
-4% -$35.4K 0.02% 608
2025
Q2 		$924K Sell
4,793
-176
-4% -$31.3K 0.03% 570
2025
Q1 		$856K Sell
4,969
-206
-4% -$39K 0.03% 524
2024
Q4 		$983K Sell
5,175
-970
-16% -$187K 0.03% 483
2024
Q3 		$1.12M Sell
6,145
-373
-6% -$65.2K 0.04% 410
2024
Q2 		$1.1M Buy
6,518
+599
+10% +$101K 0.04% 381
2024
Q1 		$1.04M Sell
5,919
-481
-8% -$79.9K 0.05% 375
2023
Q4 		$1.05M Buy
6,400
+15
+0.2% +$2.2K 0.06% 348
2023
Q3 		$915K Buy
6,385
+1,012
+19% +$152K 0.06% 339
2023
Q2 		$800K Buy
5,373
+559
+12% +$78.4K 0.06% 365
2023
Q1 		$675K Buy
4,814
+877
+22% +$124K 0.05% 382
2022
Q4 		$523K Buy
3,937
+157
+4% +$21.3K 0.05% 414
2022
Q3 		$481K Sell
3,780
-587
-13% -$82.8K 0.04% 406
2022
Q2 		$573K Sell
4,367
-2,943
-40% -$428K 0.06% 343
2022
Q1 		$1.21M Sell
7,310
-250
-3% -$41.1K 0.1% 205
2021
Q4 		$1.38M Buy
7,560
+2,161
+40% +$406K 0.11% 180
2021
Q3 		$985K Buy
5,399
+200
+4% +$37.3K 0.1% 220
2021
Q2 		$980K Sell
5,199
-2,144
-29% -$392K 0.1% 218
2021
Q1 		$1.3M Sell
7,343
-644
-8% -$114K 0.17% 149
2020
Q4 		$1.32M Buy
7,987
+4,905
+159% +$727K 0.19% 133
2020
Q3 		$400K Sell
3,082
-382
-11% -$48.6K 0.08% 284
2020
Q2 		$410K Buy
+3,464
New +$372K 0.09% 254

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

Independent Financial Group's VXF Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Extended Market ETF (VXF) stake by 1% in Q2 2026, selling an estimated $14K and leaving 6,054 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #550.

Independent Financial Group first reported a position in VXF in Q2 2020 and has held it in 25 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Independent Financial Group held 6,054 shares of Vanguard Extended Market ETF worth $1.49M as of Q2 2026.
  • Independent Financial Group sold 61 Vanguard Extended Market ETF shares in Q2 2026, an estimated $14K.
  • Vanguard Extended Market ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #550 holding.
  • Independent Financial Group first reported a position in Vanguard Extended Market ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.