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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Obermeyer Wealth Partners's VXF Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Vanguard Extended Market ETF (VXF) position steady in Q1 2026 at 2,268 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #180.

Obermeyer Wealth Partners first reported a position in VXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $474K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Obermeyer Wealth Partners held 2,268 shares of Vanguard Extended Market ETF worth $467K as of Q1 2026.
  • Obermeyer Wealth Partners left its Vanguard Extended Market ETF share count unchanged in Q1 2026.
  • Vanguard Extended Market ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #180 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard Extended Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Obermeyer Wealth Partners's Vanguard Extended Market ETF position peaked at $474K in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.