Purchases and Sales Made in Q2 2023 in Vanguard Extended Market ETF (VXF)
This table provides information about the institutional ownership of Vanguard Extended Market ETF (VXF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
845New |
$113K - $126K
|
845
$163K
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
825+ 2.02% |
$110K - $123K
|
41.6K
$8.02M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
800+ 41.62% |
$107K - $119K
|
2.72K
$525K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
780+ 2.54% |
$104K - $116K
|
31.5K
$6.07M
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
768+ 0.29% |
$102K - $114K
|
268K
$51.6M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
735+ 4.31% |
$98K - $110K
|
17.8K
$3.43M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
715+ 18.17% |
$95.4K - $107K
|
4.65K
$897K
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
689+ 3.64% |
$91.9K - $103K
|
19.6K
$3.79M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
686+ 3.03% |
$91.5K - $102K
|
23.4K
$4.51M
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
583+ 10.43% |
$77.8K - $86.9K
|
6.18K
$1.19M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
569+ 13.17% |
$75.9K - $84.8K
|
4.89K
$944K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
547+ 3.57% |
$73K - $81.5K
|
15.9K
$3.06M
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
541+ 6.18% |
$72.2K - $80.6K
|
9.29K
$1.79M
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
534+ 1.78% |
$71.2K - $79.6K
|
30.6K
$5.9M
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
513New |
$68.4K - $76.4K
|
513
$99K
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
504+ 3.74% |
$67.2K - $75.1K
|
14K
$2.7M
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
475+ 1.2% |
$63.4K - $70.8K
|
39.9K
$7.7M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
414+ 4.93% |
$55.2K - $61.7K
|
8.81K
$1.7M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
389+ 486.25% |
$51.9K - $58K
|
469
$90.5K
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
380+ 4.85% |
$50.7K - $56.6K
|
8.22K
$1.59M
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
379+ 0.74% |
$50.6K - $56.5K
|
51.9K
$10M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
323New |
$43.1K - $48.1K
|
323
$62.3K
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
313+ 4.8% |
$41.7K - $46.6K
|
6.83K
$1.32M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
312+ 0.22% |
$41.6K - $46.5K
|
140K
$27M
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
305+ 1.22% |
$40.7K - $45.4K
|
25.2K
$4.87M
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
300+ 1.68% |
$40K - $44.7K
|
18.2K
$3.51M
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
283+ 0.96% |
$37.7K - $42.2K
|
29.8K
$5.74M
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
283+ 0.94% |
$37.7K - $42.2K
|
30.5K
$5.88M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
254+ 11.64% |
$33.9K - $37.8K
|
2.44K
$470K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
251New |
$33.5K - $37.4K
|
251
$48.4K
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
249+ 1.75% |
$33.2K - $37.1K
|
14.5K
$2.8M
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
234+ 4.54% |
$31.2K - $34.9K
|
5.39K
$1.04M
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
223+ 11.78% |
$29.7K - $33.2K
|
2.12K
$408K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
221+ 14.24% |
$29.5K - $32.9K
|
1.77K
$342K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
220+ 3.48% |
$29.3K - $32.8K
|
6.54K
$1.26M
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
217+ 0.17% |
$28.9K - $32.3K
|
125K
$24.1M
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
197+ 5.99% |
$26.3K - $29.3K
|
3.49K
$673K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
196New |
$26.1K - $29.2K
|
196
$37.8K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
193New |
$25.7K - $28.8K
|
193
$37.2K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
185+ 10.14% |
$24.7K - $27.6K
|
2.01K
$388K
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
174+ 0.75% |
$23.2K - $25.9K
|
23.3K
$4.49M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
171+ 29.33% |
$22.8K - $25.5K
|
754
$145K
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
168+ 6.16% |
$22.4K - $25K
|
2.9K
$559K
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
166+ 2.97% |
$22.1K - $24.7K
|
5.75K
$1.11M
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
163+ 5.76% |
$21.7K - $24.3K
|
2.99K
$577K
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
161+ 7.08% |
$21.5K - $24K
|
2.44K
$470K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
161+ 10.56% |
$21.5K - $24K
|
1.69K
$325K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
154New |
$20.5K - $22.9K
|
154
$29.7K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150New |
$20K - $22.3K
|
150
$28.9K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
149+ 1.0% |
$19.9K - $22.2K
|
15K
$2.89M
|