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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3.91KNew |
$516K - $651K
|
3.91K
$754K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.87K+ 116.87% |
$511K - $643K
|
7.17K
$1.38M
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.84K+ 4.54% |
$508K - $640K
|
88.5K
$17.1M
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.72K+ 2.98% |
$491K - $619K
|
128K
$24.8M
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
3.66K+ 6.51% |
$483K - $609K
|
59.9K
$11.5M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.5K+ 20.22% |
$463K - $583K
|
20.8K
$4.02M
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
3.46K+ 151.25% |
$456K - $575K
|
5.74K
$1.11M
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.42K+ 1.04% |
$452K - $570K
|
332K
$64M
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.41KNew |
$450K - $567K
|
3.41K
$657K
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.33K+ 6.2% |
$439K - $553K
|
57K
$11M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.17KNew |
$419K - $528K
|
3.17K
$612K
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
3.17KNew |
$419K - $528K
|
3.17K
$612K
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.08KNew |
$406K - $512K
|
3.08K
$593K
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
3.06K+ 15.24% |
$403K - $509K
|
23.1K
$4.46M
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3K+ 12.81% |
$396K - $499K
|
26.4K
$5.1M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.99K+ 8.79% |
$395K - $498K
|
37K
$7.14M
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.99KNew |
$394K - $497K
|
2.99K
$576K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.97K+ 14.58% |
$393K - $495K
|
23.4K
$4.51M
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.97K+ 2.61% |
$392K - $494K
|
117K
$22.5M
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.96KNew |
$391K - $492K
|
2.96K
$571K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.92K+ 24.08% |
$386K - $486K
|
15K
$2.9M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.88K+ 39.77% |
$380K - $479K
|
10.1K
$1.95M
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
2.82K+ 9.22% |
$373K - $470K
|
33.5K
$6.45M
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.78K+ 0.44% |
$368K - $463K
|
631K
$122M
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.75KNew |
$364K - $458K
|
2.75K
$531K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.74KNew |
$362K - $457K
|
2.74K
$529K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.69K+ 7.58% |
$355K - $447K
|
38.1K
$7.35M
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
2.63KNew |
$347K - $437K
|
2.63K
$506K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.56K+ 0.95% |
$338K - $427K
|
272K
$52.4M
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.56K+ 3.61% |
$338K - $427K
|
73.6K
$14.2M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.52K+ 54.39% |
$333K - $419K
|
7.15K
$1.38M
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.48KNew |
$328K - $413K
|
2.48K
$479K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.48K+ 147.35% |
$327K - $412K
|
4.16K
$802K
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.33KNew |
$308K - $388K
|
2.33K
$450K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.33KNew |
$308K - $388K
|
2.33K
$450K
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.25KNew |
$296K - $374K
|
2.25K
$433K
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.23KNew |
$294K - $371K
|
2.23K
$430K
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.14K+ 101.13% |
$283K - $356K
|
4.26K
$821K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.13K+ 2.38% |
$282K - $355K
|
91.7K
$17.7M
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.07KNew |
$273K - $344K
|
2.07K
$398K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.06K+ 14.02% |
$272K - $342K
|
16.7K
$3.23M
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
2.02K+ 8.23% |
$267K - $336K
|
26.6K
$5.13M
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
2K+ 3.02% |
$264K - $333K
|
68.2K
$13.2M
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.88KNew |
$249K - $314K
|
1.88K
$364K
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.86KNew |
$245K - $309K
|
1.86K
$358K
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.82KNew |
$241K - $303K
|
1.82K
$352K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.79KNew |
$237K - $299K
|
1.79K
$346K
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.74KNew |
$229K - $289K
|
1.74K
$335K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.7KNew |
$225K - $283K
|
1.7K
$328K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.7K+ 2.57% |
$224K - $282K
|
67.8K
$13.1M
|