Oak Root LLC’s Vanguard Extended Market ETF VXF Stock Holding History

Oak Root LLC’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 Q2	$1.62M	Sell	6,583 -8	-0.1%	-$1.83K	0.18%	10
2026 Q1	$1.36M	Sell	6,591 -3,654	-36%	-$782K	0.17%	10
2025 Q4	$2.14M	Sell	10,245 -1,467	-13%	-$308K	0.26%	11
2025 Q3	$2.45M	Sell	11,712 -301	-3%	-$60.9K	0.28%	11
2025 Q2	$2.32M	Sell	12,013 -36,739	-75%	-$6.52M	0.29%	11
2025 Q1	$8.4M	Buy	48,752 +5,650	+13%	+$1.07M	1.13%	10
2024 Q4	$8.19M	Sell	43,102 -8,338	-16%	-$1.61M	1.07%	10
2024 Q3	$9.36M	Sell	51,440 -267	-0.5%	-$46.7K	1.18%	10
2024 Q2	$8.73M	Sell	51,707 -2,662	-5%	-$449K	1.16%	10
2024 Q1	$9.53M	Buy	54,369 +8,187	+18%	+$1.36M	1.28%	10
2023 Q4	$7.59M	Buy	+46,182	New	+$6.79M	1.15%	10

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oak Root LLC's VXF Position: Q2 2026 in Review

Oak Root LLC reduced its Vanguard Extended Market ETF (VXF) stake by 0.12% in Q2 2026, selling an estimated $1.83K and leaving 6,583 shares worth $1.62M. The position accounts for 0.18% of the portfolio, ranked #10.

Oak Root LLC first reported a position in VXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.53M in Q1 2024. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Oak Root LLC held 6,583 shares of Vanguard Extended Market ETF worth $1.62M as of Q2 2026.
Oak Root LLC sold 8 Vanguard Extended Market ETF shares in Q2 2026, an estimated $1.83K.
Vanguard Extended Market ETF made up 0.18% of Oak Root LLC's portfolio in Q2 2026, its #10 holding.
Oak Root LLC first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 11 quarters since.
Oak Root LLC's Vanguard Extended Market ETF position peaked at $9.53M in Q1 2024.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Oak Root LLC's 13F filing for Q2 2026, filed 13 Jul 2026.