OFG
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Oxford Financial Group’s Vanguard Extended Market ETF VXF Stock Holding History

Oxford Financial Group’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 		$4.4M Sell
17,862
-630
-3% -$144K 0.22% 41
2026
Q1 		$3.81M Sell
18,492
-1,658
-8% -$355K 0.2% 42
2025
Q4 		$4.21M Sell
20,150
-3,344
-14% -$702K 0.23% 37
2025
Q3 		$4.92M Sell
23,494
-743
-3% -$150K 0.28% 33
2025
Q2 		$4.67M Sell
24,237
-2,226
-8% -$395K 0.28% 32
2025
Q1 		$4.56M Sell
26,463
-1,122
-4% -$212K 0.32% 32
2024
Q4 		$5.24M Buy
27,585
+105
+0.4% +$20.2K 0.34% 32
2024
Q3 		$5M Sell
27,480
-527
-2% -$92.1K 0.32% 35
2024
Q2 		$4.73M Buy
28,007
+2,238
+9% +$378K 0.31% 34
2024
Q1 		$4.52M Sell
25,769
-7,154
-22% -$1.19M 0.31% 35
2023
Q4 		$5.41M Sell
32,923
-3,346
-9% -$492K 0.4% 34
2023
Q3 		$5.2M Sell
36,269
-244
-0.7% -$36.6K 0.45% 34
2023
Q2 		$5.43M Sell
36,513
-1,302
-3% -$183K 0.52% 28
2023
Q1 		$5.3M Buy
37,815
+966
+3% +$137K 0.59% 25
2022
Q4 		$4.9M Sell
36,849
-140
-0.4% -$19K 0.57% 26
2022
Q3 		$4.7M Buy
36,989
+677
+2% +$95.5K 0.71% 23
2022
Q2 		$4.76M Buy
36,312
+14
+0% +$2.04K 0.7% 23
2022
Q1 		$6.01M Sell
36,298
-289
-0.8% -$47.6K 0.76% 19
2021
Q4 		$6.69M Sell
36,587
-89
-0.2% -$16.7K 0.75% 19
2021
Q3 		$6.69M Buy
36,676
+387
+1% +$72.2K 0.85% 19
2021
Q2 		$6.84M Sell
36,289
-1,441
-4% -$263K 0.92% 19
2021
Q1 		$6.67M Sell
37,730
-286
-0.8% -$50.8K 0.93% 19
2020
Q4 		$6.26M Sell
38,016
-2,702
-7% -$400K 0.91% 19
2020
Q3 		$5.28M Sell
40,718
-1,799
-4% -$229K 0.85% 21
2020
Q2 		$5.03M Sell
42,517
-360
-0.8% -$38.6K 0.85% 20
2020
Q1 		$3.88M Sell
42,877
-185
-0.4% -$21.5K 0.78% 22
2019
Q4 		$5.42M Buy
43,062
+8,435
+24% +$1.02M 1.51% 15
2019
Q3 		$4.03M Sell
34,627
-437
-1% -$51.4K 1.27% 16
2019
Q2 		$4.16M Buy
35,064
+5,039
+17% +$589K 1.36% 17
2019
Q1 		$3.47M Buy
30,025
+11,788
+65% +$1.32M 1.24% 17
2018
Q4 		$1.82M Buy
+18,237
New +$2M 0.59% 21

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

Oxford Financial Group's VXF Position: Q2 2026 in Review

Oxford Financial Group reduced its Vanguard Extended Market ETF (VXF) stake by 3.4% in Q2 2026, selling an estimated $144K and leaving 17,862 shares worth $4.4M. The position accounts for 0.22% of the portfolio, ranked #41.

Oxford Financial Group first reported a position in VXF in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.84M in Q2 2021. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Oxford Financial Group held 17,862 shares of Vanguard Extended Market ETF worth $4.4M as of Q2 2026.
  • Oxford Financial Group sold 630 Vanguard Extended Market ETF shares in Q2 2026, an estimated $144K.
  • Vanguard Extended Market ETF made up 0.22% of Oxford Financial Group's portfolio in Q2 2026, its #41 holding.
  • Oxford Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Oxford Financial Group's Vanguard Extended Market ETF position peaked at $6.84M in Q2 2021.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.