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

Osterweis 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 Q2	–	Hold	0	–	–	–	132
2026 Q1	–	Hold	0	–	–	–	145
2025 Q4	–	Hold	0	–	–	–	173
2025 Q3	–	Hold	0	–	–	–	171
2025 Q2	–	Hold	0	–	–	–	181
2025 Q1	–	Hold	0	–	–	–	132
2024 Q4	–	Hold	0	–	–	–	131
2024 Q3	–	Hold	0	–	–	–	112
2024 Q2	–	Hold	0	–	–	–	116
2024 Q1	–	Hold	0	–	–	–	113

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return