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 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.85KNew |
$244K - $283K
|
1.85K
$357K
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.83K+ 62.77% |
$241K - $280K
|
4.74K
$915K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
1.82K+ 0.48% |
$240K - $278K
|
378K
$73M
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.75KNew |
$231K - $267K
|
1.75K
$337K
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.7KNew |
$224K - $260K
|
1.7K
$328K
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.69KNew |
$223K - $259K
|
1.69K
$326K
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.62KNew |
$214K - $248K
|
1.62K
$312K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.58KNew |
$208K - $241K
|
1.58K
$304K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.57K+ 2.04% |
$208K - $240K
|
78.7K
$15.2M
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.57K+ 46.59% |
$207K - $240K
|
4.94K
$953K
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.57KNew |
$207K - $240K
|
1.57K
$303K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.55K+ 5.31% |
$204K - $237K
|
30.7K
$5.92M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.55K+ 0.8% |
$204K - $236K
|
195K
$37.5M
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.54K+ 2.97% |
$203K - $235K
|
53.2K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.54KNew |
$203K - $235K
|
1.54K
$296K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.53KNew |
$201K - $233K
|
1.53K
$294K
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.49KNew |
$196K - $228K
|
1.49K
$287K
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.49KNew |
$196K - $227K
|
1.49K
$287K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.49KNew |
$196K - $227K
|
1.49K
$287K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 53.44% |
$196K - $227K
|
4.26K
$822K
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.48KNew |
$196K - $226K
|
1.48K
$286K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.43KNew |
$189K - $218K
|
1.43K
$275K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.38K+ 2.71% |
$182K - $211K
|
52.1K
$10.1M
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.31K+ 28.79% |
$173K - $200K
|
5.85K
$1.13M
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.21K+ 49.71% |
$160K - $185K
|
3.64K
$703K
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
1.08K+ 62.09% |
$143K - $165K
|
2.82K
$544K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.07KNew |
$141K - $163K
|
1.07K
$205K
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 16.49% |
$138K - $160K
|
7.4K
$1.43M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.02K+ 1.45% |
$135K - $156K
|
71.2K
$13.7M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.01K+ 43.17% |
$134K - $155K
|
3.36K
$649K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 10.48% |
$134K - $155K
|
10.7K
$2.06M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
970+ 35.89% |
$128K - $148K
|
3.67K
$709K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
966+ 2.62% |
$128K - $148K
|
37.8K
$7.3M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
964+ 9.36% |
$127K - $148K
|
11.3K
$2.17M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
962+ 25.78% |
$127K - $147K
|
4.69K
$906K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
895+ 6.41% |
$118K - $137K
|
14.9K
$2.87M
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
879+ 35.57% |
$116K - $135K
|
3.35K
$646K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
872+ 33.33% |
$115K - $133K
|
3.49K
$673K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
852+ 1.48% |
$113K - $130K
|
58.5K
$11.3M
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
818+ 7.22% |
$108K - $125K
|
12.1K
$2.34M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
812+ 0.23% |
$107K - $124K
|
352K
$68M
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
804+ 12.74% |
$106K - $123K
|
7.11K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
777+ 3.55% |
$103K - $119K
|
22.7K
$4.37M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
776+ 38.34% |
$103K - $119K
|
2.8K
$540K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
771+ 23.11% |
$102K - $118K
|
4.11K
$792K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
724+ 5.37% |
$95.6K - $111K
|
14.2K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
710New |
$93.8K - $109K
|
710
$137K
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
690+ 35.97% |
$91.1K - $106K
|
2.61K
$503K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
681+ 17.6% |
$90K - $104K
|
4.55K
$878K
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
620+ 2.55% |
$81.9K - $94.9K
|
24.9K
$4.81M
|