Purchases and Sales Made in Q4 2023 in Vanguard Extended Market ETF (VXF)
This table provides information about the institutional ownership of Vanguard Extended Market ETF (VXF) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.65M+ 514.45% |
$217M - $274M
|
1.96M
$379M
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
386K+ 352.56% |
$51M - $64.3M
|
496K
$95.7M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
283KNew |
$37.3M - $47.1M
|
283K
$54.6M
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
256KNew |
$33.8M - $42.6M
|
256K
$49.4M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
160K+ 113.27% |
$21.1M - $26.6M
|
301K
$58.1M
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
153K+ 677.15% |
$20.2M - $25.4M
|
175K
$33.8M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
146K+ 110.74% |
$19.3M - $24.3M
|
278K
$53.6M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 4.32% |
$18.7M - $23.5M
|
3.41M
$658M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
141KNew |
$18.6M - $23.4M
|
141K
$27.2M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
117K+ 27.16% |
$15.5M - $19.6M
|
550K
$106M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98.7K+ 8227.86% |
$13M - $16.4M
|
99.9K
$19.3M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
89.7K+ 2.84% |
$11.8M - $14.9M
|
3.25M
$627M
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
88.1K+ 6.85% |
$11.6M - $14.7M
|
1.37M
$265M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87.2K+ 328.39% |
$11.5M - $14.5M
|
114K
$21.9M
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
86.6KNew |
$11.4M - $14.4M
|
86.6K
$16.7M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
83.5K+ 7.16% |
$11M - $13.9M
|
1.25M
$241M
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
80.1K+ 55.65% |
$10.6M - $13.3M
|
224K
$43.3M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
71.5KNew |
$9.44M - $11.9M
|
71.5K
$13.8M
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
BUY
|
- |
62.9KNew |
$8.3M - $10.5M
|
62.9K
$12.1M
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
60.3K+ 4636.05% |
$7.97M - $10M
|
61.6K
$11.9M
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
59.2KNew |
$7.82M - $9.86M
|
59.2K
$11.4M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
57.8K+ 8.62% |
$7.63M - $9.61M
|
728K
$140M
|
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
46.2KNew |
$6.1M - $7.69M
|
46.2K
$8.91M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
43.2K+ 60.92% |
$5.71M - $7.2M
|
114K
$22M
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
41.7KNew |
$5.51M - $6.94M
|
41.7K
$8.05M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.8K+ 4.9% |
$4.99M - $6.29M
|
809K
$156M
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
37.3KNew |
$4.93M - $6.21M
|
37.3K
$7.2M
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
35K+ 98.09% |
$4.62M - $5.82M
|
70.7K
$13.6M
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
33.9K+ 1822.72% |
$4.48M - $5.65M
|
35.8K
$6.91M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
30.5KNew |
$4.03M - $5.08M
|
30.5K
$5.89M
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
30.1K+ 163.14% |
$3.98M - $5.01M
|
48.6K
$9.38M
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
30.1K+ 163.14% |
$3.98M - $5.01M
|
48.6K
$9.38M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.6K+ 6.11% |
$3.91M - $4.93M
|
514K
$99.1M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
29.1KNew |
$3.84M - $4.84M
|
29.1K
$5.61M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.8K+ 66.19% |
$3.14M - $3.96M
|
59.7K
$11.5M
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
23.6KNew |
$3.12M - $3.93M
|
23.6K
$4.56M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.5KNew |
$2.97M - $3.74M
|
22.5K
$4.34M
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
21.4K+ 7.09% |
$2.83M - $3.56M
|
323K
$62.4M
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
21.1K+ 202.05% |
$2.78M - $3.5M
|
31.5K
$6.07M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.1K+ 133.17% |
$2.66M - $3.35M
|
35.2K
$6.8M
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
20.1K+ 126.66% |
$2.66M - $3.35M
|
36K
$6.94M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.6K+ 11.36% |
$2.59M - $3.26M
|
192K
$37M
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19.5K+ 6.68% |
$2.58M - $3.25M
|
311K
$60.1M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
18.4K+ 1.93% |
$2.42M - $3.05M
|
971K
$187M
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
15.9K+ 4.19% |
$2.1M - $2.64M
|
395K
$76.2M
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.7KNew |
$1.94M - $2.45M
|
14.7K
$2.84M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
14.6KNew |
$1.92M - $2.42M
|
14.6K
$2.81M
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
14.5K+ 11.43% |
$1.91M - $2.41M
|
141K
$27.2M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 120.39% |
$1.9M - $2.4M
|
26.4K
$5.09M
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
14.1KNew |
$1.86M - $2.35M
|
14.1K
$2.72M
|