Purchases and Sales Made in Q1 2023 in Vanguard Extended Market ETF (VXF)
This table provides information about the institutional ownership of Vanguard Extended Market ETF (VXF) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.69MNew |
$751M - $870M
|
5.69M
$1.1B
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
852K+ 8331.7% |
$112M - $130M
|
862K
$166M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
190KNew |
$25.1M - $29M
|
190K
$36.6M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
163K+ 11.96% |
$21.5M - $24.9M
|
1.53M
$295M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
145K+ 2085.37% |
$19.2M - $22.2M
|
152K
$29.4M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
133K+ 58.34% |
$17.5M - $20.3M
|
360K
$69.4M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
103K+ 344.39% |
$13.6M - $15.7M
|
133K
$25.6M
|
|
May 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
72.8KNew |
$9.62M - $11.1M
|
72.8K
$14M
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
62.9K+ 160.72% |
$8.31M - $9.63M
|
102K
$19.7M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.5K+ 3.2% |
$7.6M - $8.8M
|
1.85M
$357M
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
52.3K+ 44.43% |
$6.91M - $8M
|
170K
$32.8M
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
51K+ 34.24% |
$6.73M - $7.8M
|
200K
$38.6M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.7K+ 1.68% |
$6.57M - $7.61M
|
3M
$579M
|
|
May 15, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
48.7KNew |
$6.43M - $7.45M
|
48.7K
$9.4M
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
38.9K+ 20.08% |
$5.13M - $5.95M
|
232K
$44.8M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
37.6K+ 372.36% |
$4.96M - $5.75M
|
47.6K
$9.19M
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
37K+ 17.2% |
$4.89M - $5.67M
|
252K
$48.7M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
32.3K+ 2.57% |
$4.27M - $4.94M
|
1.29M
$249M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.7K+ 4.95% |
$4.19M - $4.86M
|
673K
$130M
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29.9KNew |
$3.95M - $4.57M
|
29.9K
$5.76M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28.6K+ 169.16% |
$3.78M - $4.38M
|
45.5K
$8.79M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26.5K+ 4.54% |
$3.5M - $4.06M
|
610K
$118M
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
22.5K+ 69.03% |
$2.97M - $3.44M
|
55K
$10.6M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
19.4K+ 5.67% |
$2.56M - $2.97M
|
362K
$69.8M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
19.2KNew |
$2.54M - $2.94M
|
19.2K
$3.71M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.8K+ 7.43% |
$2.48M - $2.87M
|
271K
$52.4M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.8K+ 7.36% |
$2.35M - $2.73M
|
260K
$50.2M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8K+ 2.86% |
$2.35M - $2.72M
|
640K
$123M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
17.7KNew |
$2.34M - $2.71M
|
17.7K
$3.41M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.6KNew |
$2.2M - $2.55M
|
16.6K
$3.21M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
13.4K+ 89.07% |
$1.77M - $2.05M
|
28.4K
$5.47M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 4.99% |
$1.61M - $1.86M
|
256K
$49.3M
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
11.9K+ 245.38% |
$1.57M - $1.81M
|
16.7K
$3.22M
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
11.7K+ 104.04% |
$1.55M - $1.79M
|
23K
$4.43M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.3K+ 0.38% |
$1.49M - $1.72M
|
2.94M
$568M
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.5K+ 185.34% |
$1.39M - $1.61M
|
16.2K
$3.12M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.3K+ 38.03% |
$1.36M - $1.58M
|
37.4K
$7.21M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.3K+ 2.31% |
$1.35M - $1.57M
|
455K
$87.8M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
9.87KNew |
$1.3M - $1.51M
|
9.87K
$1.9M
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
9.61K+ 63.59% |
$1.27M - $1.47M
|
24.7K
$4.77M
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.57K+ 4.95% |
$1.26M - $1.46M
|
203K
$39.2M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.33K+ 1.17% |
$1.23M - $1.43M
|
804K
$155M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
8.7K+ 1.19% |
$1.15M - $1.33M
|
742K
$143M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.11K+ 1.03% |
$1.07M - $1.24M
|
795K
$153M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.07K+ 574.59% |
$1.07M - $1.24M
|
9.48K
$1.83M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.38K+ 19.96% |
$975K - $1.13M
|
44.3K
$8.56M
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
7.36K+ 8.89% |
$972K - $1.13M
|
90.2K
$17.4M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.07K+ 70.88% |
$934K - $1.08M
|
17K
$3.29M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.03K+ 109.39% |
$929K - $1.08M
|
13.5K
$2.6M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.32KNew |
$835K - $967K
|
6.32K
$1.22M
|