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

Mount Yale Investment 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 		$8.47M Sell
34,411
-81,338
-70% -$18.6M 0.16% 149
2026
Q1 		$23.8M Buy
+115,749
New +$24.8M 0.55% 40
2025
Q3 		– Sell
-62
Closed -$11.9K – 1590
2025
Q2 		$11.9K Buy
+62
New +$11K ﹤0.01% 1117

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 22.9% 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

Mount Yale Investment Advisors's VXF Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 70% in Q2 2026, selling an estimated $18.6M and leaving 34,411 shares worth $8.47M. The position accounts for 0.16% of the portfolio, ranked #149.

Mount Yale Investment Advisors first reported a position in VXF in Q2 2025 and has held it in 3 quarters since. The position peaked at $23.8M in Q1 2026. 1,073 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Mount Yale Investment Advisors held 34,411 shares of Vanguard Extended Market ETF worth $8.47M as of Q2 2026.
  • Mount Yale Investment Advisors sold 81,338 Vanguard Extended Market ETF shares in Q2 2026, an estimated $18.6M.
  • Vanguard Extended Market ETF made up 0.16% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Extended Market ETF in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Vanguard Extended Market ETF position peaked at $23.8M in Q1 2026.
  • 1,073 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.