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 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-149- 4.72% |
$19.7K - $24.8K
|
3.01K
$578K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-156- 3.8% |
$20.6K - $26K
|
3.95K
$759K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-156- 8.79% |
$20.6K - $26K
|
1.62K
$311K
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-160- 1.64% |
$21.1K - $26.6K
|
9.6K
$1.85M
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-163- 5.96% |
$21.5K - $27.1K
|
2.57K
$494K
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-163- 2.99% |
$21.5K - $27.1K
|
5.28K
$1.01M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-170- 2.12% |
$22.5K - $28.3K
|
7.84K
$1.51M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-171- 4.7% |
$22.6K - $28.5K
|
3.47K
$666K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-178- 2.15% |
$23.5K - $29.6K
|
8.11K
$1.56M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-179- 5.85% |
$23.6K - $29.8K
|
2.88K
$554K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-187- 48.32% |
$24.7K - $31.1K
|
200
$38.4K
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-188- 8.78% |
$24.8K - $31.3K
|
1.95K
$375K
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-195- 7.41% |
$25.8K - $32.5K
|
2.44K
$469K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 44.94% |
$26.4K - $33.3K
|
245
$47.1K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-206- 10.02% |
$27.2K - $34.3K
|
1.85K
$355K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-210- 11.25% |
$27.7K - $35K
|
1.66K
$318K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-215- 7.55% |
$28.4K - $35.8K
|
2.63K
$506K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-225- 4.45% |
$29.7K - $37.5K
|
4.83K
$929K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-230- 19.43% |
$30.4K - $38.3K
|
954
$183K
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-235- 2.62% |
$31K - $39.1K
|
8.74K
$1.68M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-237- 76.45% |
$31.3K - $39.4K
|
73
$14K
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-245- 2.86% |
$32.4K - $40.8K
|
8.33K
$1.6M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-263- 1.58% |
$34.7K - $43.8K
|
16.4K
$3.15M
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-264- 2.62% |
$34.9K - $43.9K
|
9.83K
$1.89M
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-264- 9.58% |
$34.9K - $43.9K
|
2.49K
$479K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-267- 2.27% |
$35.3K - $44.4K
|
11.5K
$2.21M
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-286- 3.68% |
$37.8K - $47.6K
|
7.48K
$1.44M
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-289- 1.34% |
$38.2K - $48.1K
|
21.3K
$4.1M
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-305- 2.56% |
$40.3K - $50.8K
|
11.6K
$2.23M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-305- 6.58% |
$40.3K - $50.8K
|
4.33K
$832K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-308- 7.89% |
$40.7K - $51.3K
|
3.6K
$691K
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-310- 1.89% |
$40.9K - $51.6K
|
16.1K
$3.09M
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-318- 19.91% |
$42K - $52.9K
|
1.28K
$246K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-321- 3.06% |
$42.4K - $53.4K
|
10.2K
$1.96M
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-330- 12.36% |
$43.6K - $54.9K
|
2.34K
$450K
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-332- 0.51% |
$43.8K - $55.3K
|
64.8K
$12.5M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-334- 13.58% |
$44.1K - $55.6K
|
2.13K
$409K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-337- 1.87% |
$44.5K - $56.1K
|
17.7K
$3.4M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-340- 1.7% |
$44.9K - $56.6K
|
19.7K
$3.78M
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-341- 3.14% |
$45K - $56.8K
|
10.5K
$2.02M
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-354- 5.87% |
$46.8K - $58.9K
|
5.68K
$1.09M
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-362- 2.52% |
$47.8K - $60.3K
|
14K
$2.69M
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-365- 0.9% |
$48.2K - $60.8K
|
40K
$7.68M
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-366- 1.85% |
$48.3K - $60.9K
|
19.4K
$3.73M
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-370- 2.57% |
$48.9K - $61.6K
|
14.1K
$2.7M
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-389- 8.85% |
$51.4K - $64.7K
|
4.01K
$770K
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-396- 2.66% |
$52.3K - $65.9K
|
14.5K
$2.78M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-397- 10.59% |
$52.4K - $66.1K
|
3.35K
$644K
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-412- 48.7% |
$54.4K - $68.6K
|
434
$83.4K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-414- 0.89% |
$54.7K - $68.9K
|
46.1K
$8.87M
|