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 Q3	$1.52M	Buy	1,092,060 +1,085,477	+16,489%	+$261M	0.17%	10
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	$9.5M	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

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Oak Root LLC's VXF Position: Q3 2026 in Review

Oak Root LLC increased its Vanguard Extended Market ETF (VXF) stake by 16,489% in Q3 2026, buying an estimated $261M and bringing the position to 1,092,060 shares worth $1.52M. The position accounts for 0.17% of the portfolio, ranked #10.

Oak Root LLC first reported a position in VXF in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.5M in Q1 2024. 224 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

Oak Root LLC held 1,092,060 shares of Vanguard Extended Market ETF worth $1.52M as of Q3 2026.
Oak Root LLC bought 1,085,477 Vanguard Extended Market ETF shares in Q3 2026, an estimated $261M.
Vanguard Extended Market ETF made up 0.17% of Oak Root LLC's portfolio in Q3 2026, its #10 holding.
Oak Root LLC first reported a position in Vanguard Extended Market ETF in Q4 2023 and has held it in 12 quarters since.
Oak Root LLC's Vanguard Extended Market ETF position peaked at $9.5M in Q1 2024.
224 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Oak Root LLC's 13F filing for Q3 2026, filed 9 Oct 2026.