Purchases and Sales Made in Q3 2023 in Vanguard Extended Market ETF (VXF)
This table provides information about the institutional ownership of Vanguard Extended Market ETF (VXF) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
570+ 38.64% |
$80.6K - $89.8K
|
2.05K
$390K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
513New |
$72.5K - $80.9K
|
513
$97.7K
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
500+ 8.1% |
$70.7K - $78.8K
|
6.68K
$1.27M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
488+ 76.97% |
$69K - $76.9K
|
1.12K
$214K
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
476New |
$67.3K - $75K
|
476
$90.7K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
466+ 6.17% |
$65.9K - $73.5K
|
8.01K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
466+ 0.33% |
$65.9K - $73.5K
|
140K
$26.7M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
458+ 8.46% |
$64.7K - $72.2K
|
5.87K
$1.12M
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
425+ 22.16% |
$60.1K - $67K
|
2.34K
$446K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
417+ 2.14% |
$59K - $65.7K
|
19.9K
$3.78M
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
417+ 1.04% |
$59K - $65.7K
|
40.3K
$7.69M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
415New |
$58.7K - $65.4K
|
415
$79.1K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$56.5K - $63.1K
|
400
$76.2K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
392New |
$55.4K - $61.8K
|
392
$74.7K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
390+ 23.88% |
$55.1K - $61.5K
|
2.02K
$385K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
379+ 2526.67% |
$53.6K - $59.7K
|
394
$75.1K
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
379+ 21.74% |
$53.6K - $59.7K
|
2.12K
$404K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
377+ 4.4% |
$53.3K - $59.4K
|
8.94K
$1.7M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
357+ 0.42% |
$50.5K - $56.3K
|
84.6K
$16.1M
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
353+ 0.27% |
$49.9K - $55.6K
|
130K
$24.8M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
342+ 1.04% |
$48.3K - $53.9K
|
33.1K
$6.3M
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
337+ 5.74% |
$47.6K - $53.1K
|
6.21K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
329+ 0.58% |
$46.5K - $51.9K
|
57.3K
$10.9M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
321+ 8.05% |
$45.4K - $50.6K
|
4.31K
$821K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
321+ 1.37% |
$45.4K - $50.6K
|
23.7K
$4.51M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
314+ 22.97% |
$44.4K - $49.5K
|
1.68K
$320K
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
308+ 2.2% |
$43.5K - $48.6K
|
14.3K
$2.72M
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$42.4K - $47.3K
|
300
$57.2K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
291+ 3.27% |
$41.1K - $45.9K
|
9.2K
$1.75M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
290+ 6.67% |
$41K - $45.7K
|
4.64K
$883K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
286+ 6.01% |
$40.4K - $45.1K
|
5.04K
$961K
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
281+ 10.26% |
$39.7K - $44.3K
|
3.02K
$576K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
267+ 71.97% |
$37.7K - $42.1K
|
638
$122K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
248+ 2.81% |
$35.1K - $39.1K
|
9.06K
$1.73M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
248+ 6.57% |
$35.1K - $39.1K
|
4.02K
$766K
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
242+ 1.65% |
$34.2K - $38.1K
|
14.9K
$2.83M
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
241+ 17.85% |
$34.1K - $38K
|
1.59K
$303K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
237+ 324.66% |
$33.5K - $37.4K
|
310
$59.1K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
236New |
$33.4K - $37.2K
|
236
$45K
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
235+ 8.04% |
$33.2K - $37K
|
3.16K
$602K
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
235+ 1.18% |
$33.2K - $37K
|
20.2K
$3.85M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
213+ 13.03% |
$30.1K - $33.6K
|
1.85K
$352K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
210+ 4.29% |
$29.7K - $33.1K
|
5.1K
$972K
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
210+ 7.93% |
$29.7K - $33.1K
|
2.86K
$544K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
200+ 8.88% |
$28.3K - $31.5K
|
2.45K
$467K
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
198+ 0.65% |
$28K - $31.2K
|
30.8K
$5.86M
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
186+ 6.28% |
$26.3K - $29.3K
|
3.15K
$600K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
183+ 6.39% |
$25.9K - $28.8K
|
3.05K
$580K
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
179+ 1.62% |
$25.3K - $28.2K
|
11.2K
$2.14M
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
175+ 4.2% |
$24.7K - $27.6K
|
4.34K
$826K
|