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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

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 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. 229 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.
  • 229 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.