Investment Planning Advisors, Inc. Vanguard Extended Market ETF Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 152,545 shares of VXF stock, worth $32.5 Million. This represents 14.47% of its overall portfolio holdings.
Number of Shares
152,545
Previous 127,391
19.75%
Holding current value
$32.5 Million
Previous $21.9 Million
33.96%
% of portfolio
14.47%
Previous 10.85%
Shares
4 transactions
Others Institutions Holding VXF
# of Institutions
995Shares Held
50.3MCall Options Held
12.5KPut Options Held
1.5K-
Morgan Stanley New York, NY3.66MShares$778 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.28MShares$699 Million1.66% of portfolio
-
Envestnet Asset Management Inc2.93MShares$624 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$363 Million0.02% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.63MShares$347 Million1.78% of portfolio