Purchases and Sales Made in Q4 2022 in Vanguard Extended Market ETF (VXF)
This table provides information about the institutional ownership of Vanguard Extended Market ETF (VXF) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
311+ 11.96% |
$39.4K - $44.6K
|
2.91K
$504K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
310New |
$39.3K - $44.5K
|
310
$53.6K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
310New |
$39.3K - $44.5K
|
310
$53.6K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
307+ 3.47% |
$38.9K - $44K
|
9.15K
$1.58M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
301+ 7.57% |
$38.1K - $43.2K
|
4.28K
$740K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
299New |
$37.9K - $42.9K
|
299
$51.7K
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
298New |
$37.8K - $42.7K
|
298
$51.5K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
292+ 0.68% |
$37K - $41.9K
|
43.2K
$7.48M
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
284+ 5.79% |
$36K - $40.7K
|
5.19K
$898K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
277+ 7.02% |
$35.1K - $39.7K
|
4.22K
$731K
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
267+ 2.03% |
$33.8K - $38.3K
|
13.4K
$2.32M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
261+ 4.54% |
$33.1K - $37.4K
|
6.01K
$1.04M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
261+ 10.86% |
$33.1K - $37.4K
|
2.67K
$461K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
244+ 28.5% |
$30.9K - $35K
|
1.1K
$190K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
240+ 4.36% |
$30.4K - $34.4K
|
5.74K
$993K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
237+ 3.06% |
$30K - $34K
|
7.98K
$1.38M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
236+ 195.04% |
$29.9K - $33.8K
|
357
$61.8K
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
229+ 11.62% |
$29K - $32.8K
|
2.2K
$381K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
213+ 3.68% |
$27K - $30.5K
|
6K
$1.04M
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
209+ 7.26% |
$26.5K - $30K
|
3.09K
$534K
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
207+ 8.43% |
$26.2K - $29.7K
|
2.66K
$460K
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
200New |
$25.3K - $28.7K
|
200
$34.6K
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
195+ 5.4% |
$24.7K - $28K
|
3.81K
$659K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
194+ 3.41% |
$24.6K - $27.8K
|
5.88K
$1.02M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
190+ 63.55% |
$24.1K - $27.2K
|
489
$84.6K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
188+ 167.86% |
$23.8K - $27K
|
300
$51.9K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
188New |
$23.8K - $27K
|
188
$32.5K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
185+ 6.43% |
$23.4K - $26.5K
|
3.06K
$530K
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
179+ 5.79% |
$22.7K - $25.7K
|
3.27K
$566K
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
169+ 9.55% |
$21.4K - $24.2K
|
1.94K
$335K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
168+ 3.37% |
$21.3K - $24.1K
|
5.15K
$891K
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
163+ 0.92% |
$20.6K - $23.4K
|
18K
$3.11M
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
160+ 3.0% |
$20.3K - $22.9K
|
5.49K
$949K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
154New |
$19.5K - $22.1K
|
154
$26.6K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
151New |
$19.1K - $21.7K
|
151
$26.1K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
151New |
$19.1K - $21.7K
|
151
$26.1K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
142+ 4.45% |
$18K - $20.4K
|
3.34K
$577K
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
140+ 8.5% |
$17.7K - $20.1K
|
1.79K
$309K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
139New |
$17.6K - $19.9K
|
139
$24K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
136+ 20.8% |
$17.2K - $19.5K
|
790
$137K
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
135+ 0.87% |
$17.1K - $19.4K
|
15.7K
$2.71M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
133New |
$16.8K - $19.1K
|
133
$23K
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
125+ 1.69% |
$15.8K - $17.9K
|
7.53K
$1.3M
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
122+ 3.54% |
$15.5K - $17.5K
|
3.57K
$618K
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
116+ 3.87% |
$14.7K - $16.6K
|
3.12K
$539K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
116+ 168.12% |
$14.7K - $16.6K
|
185
$32K
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.53% |
$14.6K - $16.5K
|
21.6K
$3.74M
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
109+ 6.68% |
$13.8K - $15.6K
|
1.74K
$301K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
105New |
$13.3K - $15.1K
|
105
$18.2K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
101+ 33.67% |
$12.8K - $14.5K
|
401
$69.4K
|