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 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.2K+ 0.57% |
$159K - $200K
|
214K
$41.2M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.2K+ 29.96% |
$158K - $200K
|
5.21K
$1M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.19K+ 25.88% |
$157K - $197K
|
5.77K
$1.11M
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.17K+ 21.84% |
$154K - $194K
|
6.52K
$1.26M
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.15K+ 6.34% |
$152K - $192K
|
19.3K
$3.73M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.15K+ 8.99% |
$151K - $191K
|
13.9K
$2.68M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.05K+ 2.36% |
$138K - $174K
|
45.5K
$8.78M
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.02K+ 24.0% |
$134K - $169K
|
5.26K
$1.01M
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
999+ 7.51% |
$132K - $166K
|
14.3K
$2.76M
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
992+ 3420.69% |
$131K - $165K
|
1.02K
$197K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
986+ 3.17% |
$130K - $164K
|
32.1K
$6.2M
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
973+ 4.82% |
$129K - $162K
|
21.2K
$4.09M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
923+ 18.09% |
$122K - $154K
|
6.02K
$1.16M
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
917New |
$121K - $153K
|
917
$177K
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
905+ 36.92% |
$120K - $151K
|
3.36K
$648K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
895+ 22.15% |
$118K - $149K
|
4.94K
$952K
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
881+ 9.03% |
$116K - $147K
|
10.6K
$2.05M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
872New |
$115K - $145K
|
872
$168K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
847+ 52.25% |
$112K - $141K
|
2.47K
$476K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
802+ 69.56% |
$106K - $133K
|
1.96K
$377K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
800+ 45.27% |
$106K - $133K
|
2.57K
$495K
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
784+ 23.35% |
$104K - $130K
|
4.14K
$799K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
768New |
$101K - $128K
|
768
$148K
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
759+ 2.9% |
$100K - $126K
|
26.9K
$5.19M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
741+ 20.33% |
$97.9K - $123K
|
4.39K
$846K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
737+ 1.52% |
$97.3K - $123K
|
49.1K
$9.48M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
729New |
$96.3K - $121K
|
729
$141K
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
713+ 4.27% |
$94.2K - $119K
|
17.4K
$3.36M
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
703+ 37.84% |
$92.8K - $117K
|
2.56K
$494K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
689+ 7.76% |
$91K - $115K
|
9.57K
$1.85M
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
678+ 15.74% |
$89.5K - $113K
|
4.99K
$962K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
667New |
$88.1K - $111K
|
667
$129K
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
618+ 1.49% |
$81.6K - $103K
|
42.2K
$8.14M
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
569+ 27.82% |
$75.1K - $94.7K
|
2.61K
$504K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
531+ 7.5% |
$70.1K - $88.4K
|
7.61K
$1.47M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
526+ 15.63% |
$69.5K - $87.6K
|
3.89K
$751K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
520+ 8.53% |
$68.7K - $86.6K
|
6.62K
$1.28M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
505+ 1.21% |
$66.7K - $84.1K
|
42.1K
$8.12M
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
500+ 27.78% |
$66K - $83.2K
|
2.3K
$444K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
498New |
$65.8K - $82.9K
|
498
$96.1K
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
492+ 1.66% |
$65K - $81.9K
|
30.1K
$5.8M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
483+ 0.66% |
$63.8K - $80.4K
|
73.6K
$14.2M
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
440New |
$58.1K - $73.2K
|
440
$84.9K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
433+ 1.7% |
$57.2K - $72.1K
|
25.9K
$5M
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
432+ 3.32% |
$57.1K - $71.9K
|
13.4K
$2.59M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
427+ 106.75% |
$56.4K - $71.1K
|
827
$160K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
425New |
$56.1K - $70.7K
|
425
$82K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
405New |
$53.5K - $67.4K
|
405
$78.1K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$52.8K - $66.6K
|
400
$77.2K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
379New |
$50.1K - $63.1K
|
379
$73.1K
|