Institute for Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Institute for Wealth Management’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	$70.7K	Buy	+287	New	+$65.8K	0.01%	782

Other funds holding VXF

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

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

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

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

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Institute for Wealth Management's VXF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 287 shares worth $70.7K. The stake represents 0.01% of the portfolio and ranks #782 among its holdings.

738 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Institute for Wealth Management held 287 shares of Vanguard Extended Market ETF worth $70.7K as of Q2 2026.
Vanguard Extended Market ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard Extended Market ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #782 holding.
738 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.