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 |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
28+ 0.59% |
$3.96K - $4.41K
|
4.81K
$916K
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
28+ 0.3% |
$3.96K - $4.41K
|
9.39K
$1.79M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28+ 0.86% |
$3.96K - $4.41K
|
3.29K
$626K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
27+ 0.34% |
$3.82K - $4.26K
|
8.08K
$1.54M
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
25+ 1.4% |
$3.53K - $3.94K
|
1.82K
$346K
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
20+ 0.11% |
$2.83K - $3.15K
|
18.2K
$3.47M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
20+ 0.28% |
$2.83K - $3.15K
|
7.08K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
19+ 0.32% |
$2.69K - $2.99K
|
6.02K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
18+ 1.21% |
$2.54K - $2.84K
|
1.5K
$286K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
17+ 0.17% |
$2.4K - $2.68K
|
10.1K
$1.93M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
17+ 1.06% |
$2.4K - $2.68K
|
1.62K
$309K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16+ 1.1% |
$2.26K - $2.52K
|
1.47K
$280K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
14+ 0.58% |
$1.98K - $2.21K
|
2.44K
$464K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13+ 0.34% |
$1.84K - $2.05K
|
3.79K
$722K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13New |
$1.84K - $2.05K
|
13
$2.48K
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
13+ 0.16% |
$1.84K - $2.05K
|
8.3K
$1.58M
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10+ 0.23% |
$1.41K - $1.58K
|
4.31K
$822K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$1.41K - $1.58K
|
10
$1.91K
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.34% |
$1.13K - $1.26K
|
2.35K
$448K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
8+ 0.07% |
$1.13K - $1.26K
|
11.9K
$2.27M
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8+ 0.24% |
$1.13K - $1.26K
|
3.36K
$640K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
7+ 0.12% |
$990 - $1.1K
|
5.72K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
7+ 0.25% |
$990 - $1.1K
|
2.81K
$535K
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
7+ 0.23% |
$990 - $1.1K
|
3.1K
$590K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6New |
$848 - $946
|
6
$1.14K
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
6+ 0.3% |
$848 - $946
|
1.98K
$378K
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.07% |
$707 - $788
|
7.58K
$1.44M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.19% |
$565 - $631
|
2.07K
$394K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3+ 9.38% |
$424 - $473
|
35
$6.67K
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3+ 0.19% |
$424 - $473
|
1.57K
$300K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 2.5% |
$424 - $473
|
123
$23.4K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3New |
$424 - $473
|
3
$572
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.03% |
$283 - $315
|
6.02K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$283 - $315
|
1.67K
$319K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.13% |
$283 - $315
|
1.6K
$304K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.09% |
$283 - $315
|
2.2K
$418K
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 0.4% |
$283 - $315
|
504
$96K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 4.35% |
$141 - $158
|
24
$4.57K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$141 - $158
|
1.09K
$207K
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$141 - $158
|
1.92K
$366K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.93% |
$141 - $158
|
109
$20.8K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.0% |
$141 - $158
|
73.6K
$14M
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1+ 0.07% |
$141 - $158
|
1.5K
$286K
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.05% |
$141 - $158
|
2.13K
$405K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$141 - $158
|
1.59K
$303K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 0.02% |
$141 - $158
|
5.96K
$1.13M
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3- 0.01% |
$424 - $473
|
41.6K
$7.92M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 4.55% |
$424 - $473
|
63
$12K
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-4- 0.07% |
$565 - $631
|
5.39K
$1.03M
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4- 66.67% |
$565 - $631
|
2
$381
|