Oak Harbor Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Oak Harbor Wealth Partners’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	$41.2K	Hold	200	–	–	0.01%	229
2025 Q4	$41.8K	Hold	200	–	–	0.01%	225
2025 Q3	$41.9K	Hold	200	–	–	0.01%	223
2025 Q2	$38.5K	Hold	200	–	–	0.01%	218
2025 Q1	$34.5K	Hold	200	–	–	0.01%	225
2024 Q4	$38K	Hold	200	–	–	0.01%	201
2024 Q3	$36.4K	Hold	200	–	–	0.01%	196
2024 Q2	$33.8K	Hold	200	–	–	0.01%	192
2024 Q1	$35.1K	Hold	200	–	–	0.01%	197
2023 Q4	$32.9K	Hold	200	–	–	0.01%	194
2023 Q3	$28.7K	Hold	200	–	–	0.01%	195
2023 Q2	$29.8K	Hold	200	–	–	0.01%	204
2023 Q1	$28K	Hold	200	–	–	0.01%	198
2022 Q4	$26.6K	Hold	200	–	–	0.01%	192
2022 Q3	$25K	Hold	200	–	–	0.01%	187
2022 Q2	$26K	Hold	200	–	–	0.01%	186
2022 Q1	$33K	Hold	200	–	–	0.01%	196
2021 Q4	$37K	Buy	+200	New	+$37.6K	0.01%	201

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oak Harbor Wealth Partners's VXF Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its Vanguard Extended Market ETF (VXF) position steady in Q1 2026 at 200 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #229.

Oak Harbor Wealth Partners first reported a position in VXF in Q4 2021 and has held it in 18 quarters since. The position peaked at $41.9K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Oak Harbor Wealth Partners held 200 shares of Vanguard Extended Market ETF worth $41.2K as of Q1 2026.
Oak Harbor Wealth Partners left its Vanguard Extended Market ETF share count unchanged in Q1 2026.
Vanguard Extended Market ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #229 holding.
Oak Harbor Wealth Partners first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's Vanguard Extended Market ETF position peaked at $41.9K in Q3 2025.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.