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
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-33- 0.04% |
$4.36K - $5.49K
|
82.6K
$15.1M
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-35- 0.74% |
$4.62K - $5.83K
|
4.72K
$865K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35- 0.2% |
$4.62K - $5.83K
|
17.9K
$3.28M
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-35- 0.24% |
$4.62K - $5.83K
|
14.3K
$2.62M
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-37- 1.49% |
$4.89K - $6.16K
|
2.44K
$447K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-42- 51.85% |
$5.55K - $6.99K
|
39
$7.15K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-47- 82.46% |
$6.21K - $7.82K
|
10
$1.83K
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-48- 3.16% |
$6.34K - $7.99K
|
1.47K
$269K
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-49- 2.81% |
$6.47K - $8.16K
|
1.69K
$310K
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-50- 0.54% |
$6.6K - $8.32K
|
9.13K
$1.67M
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-50- 1.12% |
$6.6K - $8.32K
|
4.43K
$812K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-53- 0.47% |
$7K - $8.82K
|
11.2K
$2.05M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-53- 3.27% |
$7K - $8.82K
|
1.57K
$287K
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-53- 1.23% |
$7K - $8.82K
|
4.26K
$781K
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-56- 2.3% |
$7.4K - $9.32K
|
2.38K
$435K
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-62- 38.27% |
$8.19K - $10.3K
|
100
$18.3K
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-64- 2.3% |
$8.45K - $10.7K
|
2.72K
$499K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-65- 1.05% |
$8.58K - $10.8K
|
6.13K
$1.12M
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-70- 1.51% |
$9.24K - $11.7K
|
4.56K
$836K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-70- 3.9% |
$9.24K - $11.7K
|
1.73K
$316K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 0.25% |
$9.24K - $11.7K
|
28.1K
$5.14M
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-72- 0.43% |
$9.51K - $12K
|
16.7K
$3.06M
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-72- 2.87% |
$9.51K - $12K
|
2.43K
$446K
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-73- 3.43% |
$9.64K - $12.2K
|
2.05K
$376K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-77- 1.94% |
$10.2K - $12.8K
|
3.89K
$712K
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-77- 1.59% |
$10.2K - $12.8K
|
4.76K
$872K
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-79- 1.67% |
$10.4K - $13.1K
|
4.65K
$852K
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-79- 2.35% |
$10.4K - $13.1K
|
3.28K
$601K
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-80- 0.84% |
$10.6K - $13.3K
|
9.4K
$1.72M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-88- 83.81% |
$11.6K - $14.6K
|
17
$3.12K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-91- 1.93% |
$12K - $15.1K
|
4.61K
$845K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-94- 8.38% |
$12.4K - $15.6K
|
1.03K
$188K
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-96- 4.5% |
$12.7K - $16K
|
2.04K
$373K
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-100- 0.88% |
$13.2K - $16.6K
|
11.3K
$2.08M
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-102- 25.37% |
$13.5K - $17K
|
300
$55K
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-102- 0.11% |
$13.5K - $17K
|
95.2K
$17.4M
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-105- 3.18% |
$13.9K - $17.5K
|
3.2K
$586K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-109Closed |
$14.4K - $18.1K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-109- 0.76% |
$14.4K - $18.1K
|
14.2K
$2.61M
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-120- 4.16% |
$15.8K - $20K
|
2.77K
$507K
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-120- 7.02% |
$15.8K - $20K
|
1.59K
$291K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-121- 3.97% |
$16K - $20.1K
|
2.92K
$536K
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-126- 0.54% |
$16.6K - $21K
|
23.2K
$4.25M
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-138- 1.23% |
$18.2K - $23K
|
11.1K
$2.03M
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-138- 0.73% |
$18.2K - $23K
|
18.8K
$3.44M
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-140- 2.16% |
$18.5K - $23.3K
|
6.35K
$1.16M
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-141- 7.11% |
$18.6K - $23.5K
|
1.84K
$338K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-143- 0.51% |
$18.9K - $23.8K
|
27.7K
$5.08M
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-144- 2.88% |
$19K - $24K
|
4.85K
$889K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-144- 9.74% |
$19K - $24K
|
1.33K
$244K
|