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

Realta 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 		$262K Buy
1,063
+1
+0.1% +$229 0.08% 186
2026
Q1 		$219K Hold
1,062
– – 0.08% 189
2025
Q4 		$222K Hold
1,062
– – 0.07% 189
2025
Q3 		$222K Buy
1,062
+29
+3% +$5.87K 0.07% 181
2025
Q2 		$199K Sell
1,033
-29
-3% -$5.15K 0.08% 177
2025
Q1 		$183K Buy
1,062
+29
+3% +$5.49K 0.08% 178
2024
Q4 		$200K Sell
1,033
-29
-3% -$5.59K 0.08% 186
2024
Q3 		$197K Sell
1,062
-348
-25% -$60.8K 0.09% 183
2024
Q2 		$238K Sell
1,410
-10
-0.7% -$1.69K 0.05% 357
2024
Q1 		$249K Sell
1,420
-47
-3% -$7.8K 0.05% 363
2023
Q4 		$241K Buy
1,467
+216
+17% +$31.7K 0.05% 363
2023
Q3 		$186K Hold
1,251
– – 0.04% 390
2023
Q2 		$186K Buy
+1,251
New +$175K 0.04% 404
2023
Q1 		– Sell
-225
Closed -$29.9K – 827
2022
Q4 		$29.9K Buy
225
+42
+23% +$5.69K 0.01% 601
2022
Q3 		$23K Buy
+183
New +$25.8K 0.01% 611
2020
Q1 		– Sell
-24
Closed -$3K – 1382
2019
Q4 		$3K Hold
24
– – ﹤0.01% 1446
2019
Q3 		$3K Hold
24
– – ﹤0.01% 1463
2019
Q2 		$3K Buy
+24
New +$2.81K ﹤0.01% 1517

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

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

Realta Investment Advisors increased its Vanguard Extended Market ETF (VXF) stake by 0.09% in Q2 2026, buying an estimated $229 and bringing the position to 1,063 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #186.

Realta Investment Advisors first reported a position in VXF in Q2 2019 and has held it in 18 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Realta Investment Advisors held 1,063 shares of Vanguard Extended Market ETF worth $262K as of Q2 2026.
  • Realta Investment Advisors bought 1 Vanguard Extended Market ETF share in Q2 2026, an estimated $229.
  • Vanguard Extended Market ETF made up 0.08% of Realta Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Realta Investment Advisors first reported a position in Vanguard Extended Market ETF in Q2 2019 and has held it in 18 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.