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
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

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

Oxford Financial Group's VXF Position: Q1 2026 in Review

Oxford Financial Group reduced its Vanguard Extended Market ETF (VXF) stake by 8.2% in Q1 2026, selling an estimated $355K and leaving 18,492 shares worth $3.81M. The position accounts for 0.2% of the portfolio, ranked #42.

Oxford Financial Group first reported a position in VXF in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.84M in Q2 2021. 1,004 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Oxford Financial Group held 18,492 shares of Vanguard Extended Market ETF worth $3.81M as of Q1 2026.
  • Oxford Financial Group sold 1,658 Vanguard Extended Market ETF shares in Q1 2026, an estimated $355K.
  • Vanguard Extended Market ETF made up 0.2% of Oxford Financial Group's portfolio in Q1 2026, its #42 holding.
  • Oxford Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Oxford Financial Group's Vanguard Extended Market ETF position peaked at $6.84M in Q2 2021.
  • 1,004 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.