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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $61.7B AUM 33.76% 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 $58.2B AUM 22.78% 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

Mount Yale Investment Advisors's VXF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Extended Market ETF (VXF) in Q1 2026: 115,749 shares worth $23.8M. The stake represents 0.55% of the portfolio and ranks #40 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VXF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in VXF in Q2 2025 and has held it in 2 quarters since. 1,004 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Mount Yale Investment Advisors held 115,749 shares of Vanguard Extended Market ETF worth $23.8M as of Q1 2026.
  • Vanguard Extended Market ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • Vanguard Extended Market ETF made up 0.55% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Extended Market ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.