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Innovative Asset Advisors Group’s Vanguard Extended Market ETF VXF Stock Holding History

Innovative Asset Advisors 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 		$225K Sell
913
-50
-5% -$11.5K 0.1% 166
2026
Q1 		$198K Buy
+963
New +$206K 0.11% 141

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Innovative Asset Advisors Group's VXF Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Vanguard Extended Market ETF (VXF) stake by 5.2% in Q2 2026, selling an estimated $11.5K and leaving 913 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #166.

Innovative Asset Advisors Group first reported a position in VXF in Q1 2026 and has held it in 2 quarters since. 1,036 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Innovative Asset Advisors Group held 913 shares of Vanguard Extended Market ETF worth $225K as of Q2 2026.
  • Innovative Asset Advisors Group sold 50 Vanguard Extended Market ETF shares in Q2 2026, an estimated $11.5K.
  • Vanguard Extended Market ETF made up 0.1% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #166 holding.
  • Innovative Asset Advisors Group first reported a position in Vanguard Extended Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.