Investment Planning Advisors, Inc.
Position in VXF — Vanguard Extended Market ETF
CIK 2024049
CUMMING, GA
Position in VXF
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$24,587,131
+$2,236,386 QoQ
Shares Held
119,471
+11.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
48.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,587,131 | 119,471 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $22,350,745 | 106,880 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $34,263,933 | 163,676 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29,396,946 | 152,545 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $21,944,373 | 127,391 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,974,355 | 36,711 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,897,350 | 26,910 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,542,138 | 26,910 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||