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Intelligent Financial Strategies’s Vanguard Extended Market ETF VXF Stock Holding History

Intelligent Financial Strategies’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 		$283K Buy
1,375
+3
+0.2% +$642 0.15% 32
2025
Q4 		$287K Sell
1,372
-47
-3% -$9.87K 0.14% 37
2025
Q3 		$297K Buy
1,419
+3
+0.2% +$607 0.14% 32
2025
Q2 		$273K Sell
1,416
-137
-9% -$24.3K 0.14% 33
2025
Q1 		$267K Buy
1,553
+6
+0.4% +$1.14K 0.14% 33
2024
Q4 		$294K Sell
1,547
-15
-1% -$2.89K 0.16% 33
2024
Q3 		$285K Buy
1,562
+5
+0.3% +$874 0.16% 35
2024
Q2 		$264K Sell
1,557
-196
-11% -$33.1K 0.16% 35
2024
Q1 		$307K Buy
1,753
+2
+0.1% +$332 0.19% 35
2023
Q4 		$288K Buy
1,751
+13
+0.7% +$1.91K 0.2% 37
2023
Q3 		$250K Sell
1,738
-292
-14% -$43.8K 0.19% 41
2023
Q2 		$303K Hold
2,030
– – 0.22% 38
2023
Q1 		$285K Sell
2,030
-134
-6% -$19K 0.22% 39
2022
Q4 		$287K Sell
2,164
-231
-10% -$31.3K 0.24% 40
2022
Q3 		$304K Buy
2,395
+8
+0.3% +$1.13K 0.32% 41
2022
Q2 		$313K Sell
2,387
-1,591
-40% -$232K 0.32% 42
2022
Q1 		$659K Buy
3,978
+38
+1% +$6.25K 0.64% 28
2021
Q4 		$721K Buy
+3,940
New +$741K 0.65% 32

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

Intelligent Financial Strategies's VXF Position: Q1 2026 in Review

Intelligent Financial Strategies increased its Vanguard Extended Market ETF (VXF) stake by 0.22% in Q1 2026, buying an estimated $642 and bringing the position to 1,375 shares worth $283K. The position accounts for 0.15% of the portfolio, ranked #32.

Intelligent Financial Strategies first reported a position in VXF in Q4 2021 and has held it in 18 quarters since. The position peaked at $721K in Q4 2021. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Intelligent Financial Strategies held 1,375 shares of Vanguard Extended Market ETF worth $283K as of Q1 2026.
  • Intelligent Financial Strategies bought 3 Vanguard Extended Market ETF shares in Q1 2026, an estimated $642.
  • Vanguard Extended Market ETF made up 0.15% of Intelligent Financial Strategies's portfolio in Q1 2026, its #32 holding.
  • Intelligent Financial Strategies first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Intelligent Financial Strategies's Vanguard Extended Market ETF position peaked at $721K in Q4 2021.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.