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 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
102+ 1.77% |
$13.5K - $17K
|
5.88K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
102+ 22.67% |
$13.5K - $17K
|
552
$106K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
101+ 3.68% |
$13.3K - $16.8K
|
2.85K
$548K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
99+ 1.19% |
$13.1K - $16.5K
|
8.4K
$1.62M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
97+ 0.45% |
$12.8K - $16.1K
|
21.7K
$4.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
90New |
$11.9K - $15K
|
90
$17.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
89+ 2.73% |
$11.8K - $14.8K
|
3.35K
$645K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
88+ 2.02% |
$11.6K - $14.6K
|
4.45K
$856K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
82+ 12.83% |
$10.8K - $13.6K
|
721
$139K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
80+ 0.63% |
$10.6K - $13.3K
|
12.9K
$2.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
78+ 1.12% |
$10.3K - $13K
|
7.03K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
70+ 1.48% |
$9.24K - $11.7K
|
4.8K
$924K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
66+ 4.38% |
$8.72K - $11K
|
1.57K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
63+ 0.22% |
$8.32K - $10.5K
|
28.7K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
61+ 0.65% |
$8.06K - $10.2K
|
9.45K
$1.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
60+ 0.55% |
$7.92K - $9.99K
|
11.1K
$2.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
60New |
$7.92K - $9.99K
|
60
$11.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
60New |
$7.92K - $9.99K
|
60
$11.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
58+ 3.52% |
$7.66K - $9.65K
|
1.71K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
57+ 1.95% |
$7.53K - $9.49K
|
2.98K
$573K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
56+ 0.69% |
$7.4K - $9.32K
|
8.14K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
56+ 0.67% |
$7.4K - $9.32K
|
8.43K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
54+ 1.09% |
$7.13K - $8.99K
|
4.99K
$960K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50+ 54.35% |
$6.6K - $8.32K
|
142
$27.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
50+ 1.16% |
$6.6K - $8.32K
|
4.35K
$837K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
47+ 0.75% |
$6.21K - $7.82K
|
6.29K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45+ 0.66% |
$5.94K - $7.49K
|
6.84K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
40+ 2.0% |
$5.28K - $6.66K
|
2.04K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
37+ 0.58% |
$4.89K - $6.16K
|
6.4K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
35New |
$4.62K - $5.83K
|
35
$6.73K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 18.02% |
$4.09K - $5.16K
|
203
$39.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
30New |
$3.96K - $4.99K
|
30
$5.77K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
30+ 1.67% |
$3.96K - $4.99K
|
1.83K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
29+ 1.19% |
$3.83K - $4.83K
|
2.46K
$474K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
28+ 0.74% |
$3.7K - $4.66K
|
3.82K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
27+ 8.82% |
$3.57K - $4.49K
|
333
$64.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23+ 1.57% |
$3.04K - $3.83K
|
1.49K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
23New |
$3.04K - $3.83K
|
23
$4.43K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
22+ 0.74% |
$2.91K - $3.66K
|
3.02K
$580K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
22+ 0.46% |
$2.91K - $3.66K
|
4.8K
$924K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
22+ 0.75% |
$2.91K - $3.66K
|
2.97K
$572K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
21+ 0.75% |
$2.77K - $3.5K
|
2.83K
$545K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 0.06% |
$2.77K - $3.5K
|
33.9K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
20+ 0.73% |
$2.64K - $3.33K
|
2.74K
$528K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
19+ 0.76% |
$2.51K - $3.16K
|
2.52K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18New |
$2.38K - $3K
|
18
$3.46K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17+ 0.08% |
$2.25K - $2.83K
|
22.5K
$4.33M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
15+ 0.48% |
$1.98K - $2.5K
|
3.11K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.47% |
$1.85K - $2.33K
|
2.99K
$576K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
14+ 0.59% |
$1.85K - $2.33K
|
2.4K
$461K
|