OCM
VXF icon

Osbon Capital Management’s Vanguard Extended Market ETF VXF Stock Holding History

Osbon Capital Management’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 		$120K Buy
581
+301
+108% +$64.4K 0.1% 103
2025
Q4 		$58.6K Buy
+280
New +$58.8K 0.05% 107

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 $58.2B AUM 22.78% 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

Osbon Capital Management's VXF Position: Q1 2026 in Review

Osbon Capital Management increased its Vanguard Extended Market ETF (VXF) stake by 108% in Q1 2026, buying an estimated $64.4K and bringing the position to 581 shares worth $120K. The position accounts for 0.1% of the portfolio, ranked #103.

Osbon Capital Management first reported a position in VXF in Q4 2025 and has held it in 2 quarters since. 1,004 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Osbon Capital Management held 581 shares of Vanguard Extended Market ETF worth $120K as of Q1 2026.
  • Osbon Capital Management bought 301 Vanguard Extended Market ETF shares in Q1 2026, an estimated $64.4K.
  • Vanguard Extended Market ETF made up 0.1% of Osbon Capital Management's portfolio in Q1 2026, its #103 holding.
  • Osbon Capital Management first reported a position in Vanguard Extended Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.