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

Obermeyer 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
Q2 		$535K Sell
2,175
-93
-4% -$21.3K 0.02% 169
2026
Q1 		$467K Hold
2,268
– – 0.02% 180
2025
Q4 		$474K Buy
2,268
+1,076
+90% +$226K 0.02% 175
2025
Q3 		$250K Buy
+1,192
New +$241K 0.01% 256

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Obermeyer Wealth Partners's VXF Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard Extended Market ETF (VXF) stake by 4.1% in Q2 2026, selling an estimated $21.3K and leaving 2,175 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #169.

Obermeyer Wealth Partners first reported a position in VXF in Q3 2025 and has held it in 4 quarters since. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Obermeyer Wealth Partners held 2,175 shares of Vanguard Extended Market ETF worth $535K as of Q2 2026.
  • Obermeyer Wealth Partners sold 93 Vanguard Extended Market ETF shares in Q2 2026, an estimated $21.3K.
  • Vanguard Extended Market ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard Extended Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.