IPA
VXF icon

Investment Planning Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Investment Planning Advisors’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 		$31M Buy
125,832
+6,361
+5% +$1.46M 7.17% 5
2026
Q1 		$24.6M Buy
119,471
+12,591
+12% +$2.69M 6.77% 6
2025
Q4 		$22.4M Sell
106,880
-56,796
-35% -$11.9M 6.51% 5
2025
Q3 		$34.3M Buy
163,676
+11,131
+7% +$2.25M 10.78% 2
2025
Q2 		$29.4M Buy
152,545
+25,154
+20% +$4.47M 10.39% 2
2025
Q1 		$21.9M Buy
127,391
+90,680
+247% +$17.2M 8.92% 3
2024
Q4 		$6.97M Buy
36,711
+9,801
+36% +$1.89M 3.05% 13
2024
Q3 		$4.54M Hold
26,910
– – 2.32% 17
2024
Q2 		$4.54M Buy
+26,910
New +$4.54M 2.32% 17

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

Investment Planning Advisors's VXF Position: Q2 2026 in Review

Investment Planning Advisors increased its Vanguard Extended Market ETF (VXF) stake by 5.3% in Q2 2026, buying an estimated $1.46M and bringing the position to 125,832 shares worth $31M. The position accounts for 7.17% of the portfolio, ranked #5.

Investment Planning Advisors first reported a position in VXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.3M in Q3 2025. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Investment Planning Advisors held 125,832 shares of Vanguard Extended Market ETF worth $31M as of Q2 2026.
  • Investment Planning Advisors bought 6,361 Vanguard Extended Market ETF shares in Q2 2026, an estimated $1.46M.
  • Vanguard Extended Market ETF made up 7.17% of Investment Planning Advisors's portfolio in Q2 2026, its #5 holding.
  • Investment Planning Advisors first reported a position in Vanguard Extended Market ETF in Q2 2024 and has held it in 9 quarters since.
  • Investment Planning Advisors's Vanguard Extended Market ETF position peaked at $34.3M in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.