Purchases and Sales Made in Q3 2023 in Vanguard Extended Market ETF (VXF)
This table provides information about the institutional ownership of Vanguard Extended Market ETF (VXF) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD EXTENDED MARKET ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-284- 19.35% |
$40.1K - $44.8K
|
1.18K
$238K
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-292- 14.38% |
$41.3K - $46K
|
1.74K
$349K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-300- 6.27% |
$42.4K - $47.3K
|
4.48K
$900K
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-308- 2.63% |
$43.5K - $48.6K
|
11.4K
$2.29M
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-308- 2.63% |
$43.5K - $48.6K
|
11.4K
$2.29M
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-320- 3.01% |
$45.2K - $50.4K
|
10.3K
$2.07M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-325- 1.91% |
$45.9K - $51.2K
|
16.7K
$3.35M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-335- 9.2% |
$47.4K - $52.8K
|
3.31K
$665K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-346- 0.3% |
$48.9K - $54.5K
|
114K
$22.9M
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-351- 0.84% |
$49.6K - $55.3K
|
41.6K
$8.35M
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-355- 7.1% |
$50.2K - $56K
|
4.65K
$933K
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-355- 9.69% |
$50.2K - $56K
|
3.31K
$665K
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-359- 1.87% |
$50.8K - $56.6K
|
18.8K
$3.78M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-377- 1.4% |
$53.3K - $59.4K
|
26.5K
$5.33M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-400- 5.1% |
$56.5K - $63.1K
|
7.44K
$1.49M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-408- 8.17% |
$57.7K - $64.3K
|
4.58K
$921K
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-422- 1.92% |
$59.7K - $66.5K
|
21.6K
$4.34M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-435- 12.45% |
$61.5K - $68.6K
|
3.06K
$615K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-436- 13.69% |
$61.6K - $68.7K
|
2.75K
$552K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-441- 7.44% |
$62.3K - $69.5K
|
5.48K
$1.1M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-475- 0.84% |
$67.2K - $74.9K
|
56.1K
$11.3M
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-486- 0.74% |
$68.7K - $76.6K
|
65.1K
$13.1M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 1.24% |
$70.7K - $78.8K
|
40K
$8.03M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 1.24% |
$70.7K - $78.8K
|
40K
$8.03M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-520- 2.53% |
$73.5K - $82K
|
20K
$4.02M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-529- 88.17% |
$74.8K - $83.4K
|
71
$14.3K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-554- 15.44% |
$78.3K - $87.3K
|
3.03K
$609K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-555- 18.89% |
$78.5K - $87.5K
|
2.38K
$479K
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-583- 10.76% |
$82.4K - $91.9K
|
4.84K
$972K
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-598- 17.66% |
$84.5K - $94.3K
|
2.79K
$560K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-599- 9.81% |
$84.7K - $94.4K
|
5.51K
$1.11M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-602- 13.35% |
$85.1K - $94.9K
|
3.91K
$785K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-607- 0.99% |
$85.8K - $95.7K
|
60.7K
$12.2M
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-618- 19.01% |
$87.4K - $97.4K
|
2.63K
$529K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-619- 1.78% |
$87.5K - $97.6K
|
34.2K
$6.86M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-659- 8.77% |
$93.2K - $104K
|
6.85K
$1.38M
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-678- 23.61% |
$95.8K - $107K
|
2.19K
$441K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-693- 7.02% |
$98K - $109K
|
9.18K
$1.84M
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-744- 5.29% |
$105K - $117K
|
13.3K
$2.67M
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-783- 15.12% |
$111K - $123K
|
4.39K
$883K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-806- 19.27% |
$114K - $127K
|
3.38K
$678K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-821- 15.22% |
$116K - $129K
|
4.57K
$918K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-834- 0.46% |
$118K - $131K
|
182K
$36.6M
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-906- 2.08% |
$128K - $143K
|
42.7K
$8.57M
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-916- 4.84% |
$129K - $144K
|
18K
$3.62M
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-926- 2.03% |
$131K - $146K
|
44.7K
$8.97M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-943- 16.91% |
$133K - $149K
|
4.63K
$931K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-945- 2.95% |
$134K - $149K
|
31.1K
$6.26M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-945- 30.7% |
$134K - $149K
|
2.13K
$428K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-948- 23.85% |
$134K - $149K
|
3.03K
$608K
|