RIA
VXF icon

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

Regal 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 		$3.42M Sell
16,607
-398
-2% -$85.2K 0.2% 133
2025
Q4 		$3.56M Sell
17,005
-343
-2% -$72K 0.21% 123
2025
Q3 		$3.63M Sell
17,348
-806
-4% -$163K 0.24% 113
2025
Q2 		$3.5M Buy
18,154
+48
+0.3% +$8.52K 0.26% 99
2025
Q1 		$3.12M Sell
18,106
-176
-1% -$33.3K 0.25% 110
2024
Q4 		$3.47M Buy
18,282
+674
+4% +$130K 0.26% 108
2024
Q3 		$3.2M Buy
17,608
+1,258
+8% +$220K 0.22% 127
2024
Q2 		$2.76M Buy
16,350
+290
+2% +$48.9K 0.18% 144
2024
Q1 		$2.81M Buy
16,060
+495
+3% +$82.2K 0.19% 142
2023
Q4 		$2.56M Sell
15,565
-570
-4% -$83.8K 0.19% 136
2023
Q3 		$2.31M Buy
16,135
+1,131
+8% +$170K 0.19% 135
2023
Q2 		$2.23M Buy
15,004
+149
+1% +$20.9K 0.19% 132
2023
Q1 		$2.08M Buy
14,855
+895
+6% +$127K 0.18% 139
2022
Q4 		$1.85M Buy
13,960
+361
+3% +$48.9K 0.18% 129
2022
Q3 		$1.73M Buy
13,599
+204
+2% +$28.8K 0.18% 128
2022
Q2 		$1.76M Buy
13,395
+1,043
+8% +$152K 0.18% 124
2022
Q1 		$2.05M Buy
12,352
+196
+2% +$32.3K 0.19% 125
2021
Q4 		$2.22M Sell
12,156
-268
-2% -$50.4K 0.2% 118
2021
Q3 		$2.27M Sell
12,424
-1
-0% -$187 0.22% 121
2021
Q2 		$2.34M Buy
+12,425
New +$2.27M 0.24% 108
2021
Q1 		– Sell
-12,724
Closed -$2.1M – 429
2020
Q4 		$2.1M Buy
+12,724
New +$1.89M 0.24% 107
2020
Q3 		– Sell
-13,254
Closed -$1.57M – 299
2020
Q2 		$1.57M Buy
+13,254
New +$1.42M 0.29% 88
2020
Q1 		– Sell
-12,752
Closed -$1.61M – 310
2019
Q4 		$1.61M Buy
12,752
+228
+2% +$27.5K 0.29% 110
2019
Q3 		$1.46M Buy
12,524
+115
+0.9% +$13.5K 0.28% 109
2019
Q2 		$1.47M Buy
12,409
+397
+3% +$46.4K 0.29% 109
2019
Q1 		$1.39M Buy
12,012
+85
+0.7% +$9.54K 0.28% 111
2018
Q4 		$1.19M Buy
11,927
+311
+3% +$34.1K 0.26% 109
2018
Q3 		$1.42M Buy
11,616
+2,475
+27% +$303K 0.3% 106
2018
Q2 		$1.08M Sell
9,141
-1,612
-15% -$187K 0.33% 102
2018
Q1 		$1.2M Buy
10,753
+53
+0.5% +$6.02K 0.27% 114
2017
Q4 		$1.2M Sell
10,700
-543
-5% -$59.5K 0.27% 107
2017
Q3 		$1.21M Sell
11,243
-126
-1% -$13K 0.28% 108
2017
Q2 		$1.16M Sell
11,369
-2,921
-20% -$295K 0.29% 106
2017
Q1 		$1.43M Buy
14,290
+651
+5% +$64.4K 0.37% 88
2016
Q4 		$1.31M Buy
13,639
+7,141
+110% +$661K 0.36% 87
2016
Q3 		$593K Buy
6,498
+1,869
+40% +$168K 0.17% 151
2016
Q2 		$395K Buy
+4,629
New +$390K 0.11% 173
2015
Q4 		– Sell
-342
Closed -$27K – 877
2015
Q3 		$27K Sell
342
-1,536
-82% -$136K 0.01% 514
2015
Q2 		$172K Sell
1,878
-81
-4% -$7.53K 0.05% 263
2015
Q1 		$181K Sell
1,959
-3
-0.2% -$269 0.04% 264
2014
Q4 		$172K Hold
1,962
– – 0.05% 245
2014
Q3 		$164K Sell
1,962
-78
-4% -$6.72K 0.05% 242
2014
Q2 		$179K Sell
2,040
-598
-23% -$50.3K 0.06% 211
2014
Q1 		$224K Buy
2,638
+425
+19% +$35.5K 0.09% 171
2013
Q4 		$183K Buy
+2,213
New +$177K 0.1% 155

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

Regal Investment Advisors's VXF Position: Q1 2026 in Review

Regal Investment Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 2.3% in Q1 2026, selling an estimated $85.2K and leaving 16,607 shares worth $3.42M. The position accounts for 0.2% of the portfolio, ranked #133.

Regal Investment Advisors first reported a position in VXF in Q4 2013 and has held it in 45 quarters since. The position peaked at $3.63M in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Regal Investment Advisors held 16,607 shares of Vanguard Extended Market ETF worth $3.42M as of Q1 2026.
  • Regal Investment Advisors sold 398 Vanguard Extended Market ETF shares in Q1 2026, an estimated $85.2K.
  • Vanguard Extended Market ETF made up 0.2% of Regal Investment Advisors's portfolio in Q1 2026, its #133 holding.
  • Regal Investment Advisors first reported a position in Vanguard Extended Market ETF in Q4 2013 and has held it in 45 quarters since.
  • Regal Investment Advisors's Vanguard Extended Market ETF position peaked at $3.63M in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.