Integrated Wealth Concepts LLC
Position in VXF — Vanguard Extended Market ETF
CIK 1737109
WALTHAM, MA
Position in VXF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,818,959
+$9,804,365 QoQ
Shares Held
43,942
+791.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#60
of 286 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,818,959 | 43,942 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,014,594 | 4,930 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $982,027 | 4,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,161,837 | 5,550 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,060,290 | 5,502 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $936,749 | 5,438 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $691,527 | 3,640 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $666,811 | 3,664 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $618,615 | 3,665 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $581,896 | 3,320 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $550,971 | 3,351 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $537,200 | 3,748 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $548,736 | 3,687 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $523,787 | 3,736 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $417,711 | 3,144 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $393,405 | 3,095 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $418,733 | 3,194 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $581,963 | 3,513 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $661,404 | 3,617 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $674,549 | 3,699 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $661,950 | 3,510 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $570,004 | 3,222 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $533,563 | 3,240 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $464,657 | 3,582 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $692,525 | 5,852 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $529,840 | 5,852 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||