VXF Institutional Ownership
Vanguard Extended Market ETF
1W: +0.1%
1M: -1.8%
3M: -3.9%
YTD: +11.2%
1Y: +12.1%
3Y: +69.7%
5Y: +31.4%
$235.35
+2.24 (+0.96%)
Weekly Expected Move ±1.6%
$228
$232
$235
$239
$243
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — VXF
1,116
Institutional Holders
+48 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
117
New Positions
379
Increased
367
Reduced
37
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1166 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,498,051 | 1.1B | +273,995 | +6.5% | 60Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 4,451,442 | 1.0B | +206,096 | +4.9% | 61Q | SEC ↗ |
| 3 | Wealthfront Advisers LLC | 3,450,306 | 812M | +132,131 | +4.0% | 31Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 2,304,294 | 542M | +49,665 | +2.2% | 15Q | SEC ↗ |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | 1,833,274 | 431M | +492,357 | +36.7% | 30Q | SEC ↗ |
| 6 | FIFTH THIRD BANCORP | 1,403,188 | 330M | -1,700 | -0.1% | 26Q | SEC ↗ |
| 7 | VANGUARD ADVISERS INC | 1,356,739 | 319M | +30,379 | +2.3% | 2Q | SEC ↗ |
| 8 | ASSETMARK, INC | 1,321,393 | 311M | +38,749 | +3.0% | 46Q | SEC ↗ |
| 9 | Creative Planning | 1,102,341 | 259M | -35,196 | -3.1% | 59Q | SEC ↗ |
| 10 | LPL Financial LLC | 1,064,954 | 251M | +50,127 | +4.9% | 54Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 1,062,508 | 250M | -11,013 | -1.0% | 82Q | SEC ↗ |
| 12 | Cerity Partners LLC | 1,062,300 | 250M | +114,608 | +12.1% | 19Q | SEC ↗ |
| 13 | Plante Moran Financial Advisors, LLC | 1,002,829 | 236M | +172,057 | +20.7% | 26Q | SEC ↗ |
| 14 | Focus Partners Wealth | 893,051 | 210M | -8,700 | -1.0% | 11Q | SEC ↗ |
| 15 | Wealthspire Advisors, LLC | 838,191 | 197M | +14,641 | +1.8% | 29Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 822,967 | 194M | +3,096 | +0.4% | 91Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 784,166 | 185M | +36,212 | +4.8% | 7Q | SEC ↗ |
| 18 | US BANCORP \DE | 742,510 | 175M | -2,828 | -0.4% | 89Q | SEC ↗ |
| 19 | UBS Group AG | 669,951 | 158M | +65,742 | +10.9% | 47Q | SEC ↗ |
| 20 | JONES FINANCIAL COMPANIES LLLP | 650,983 | 153M | -12,752 | -1.9% | 26Q | SEC ↗ |
| 21 | Gleason Group, Inc. | 645,027 | 152M | +10,846 | +1.7% | 27Q | SEC ↗ |
| 22 | SageView Advisory Group, LLC | 638,507 | 150M | -30,503 | -4.6% | 15Q | SEC ↗ |
| 23 | TD PRIVATE CLIENT WEALTH LLC | 632,279 | 149M | +48,893 | +8.4% | 27Q | SEC ↗ |
| 24 | NEPC LLC | 605,088 | 142M | -21,447 | -3.4% | 12Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 580,333 | 137M | +240,183 | +70.6% | 16Q | SEC ↗ |
| 26 | Kestra Investment Management, LLC | 550,893 | 130M | +42,560 | +8.4% | 2Q | SEC ↗ |
| 27 | DIVERSIFIED TRUST CO | 514,903 | 121M | +8,825 | +1.7% | 47Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 444,813 | 105M | +17,770 | +4.2% | 68Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 386,289 | 91M | +45,712 | +13.4% | 26Q | SEC ↗ |
| 30 | Stratos Wealth Partners, LTD. | 371,031 | 87M | +4,701 | +1.3% | 44Q | SEC ↗ |
| 31 | ALLIANCEBERNSTEIN L.P. | 353,403 | 83M | +52,555 | +17.5% | 25Q | SEC ↗ |
| 32 | Charter Oak Capital Management, LLC | 351,937 | 83M | -6,125 | -1.7% | 22Q | SEC ↗ |
| 33 | Van Cleef Asset Management,Inc | 340,880 | 80M | -7,777 | -2.2% | 67Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 335,664 | 79M | +6,041 | +1.8% | 36Q | SEC ↗ |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 289,189 | 68M | -22,563 | -7.2% | 75Q | SEC ↗ |
| 36 | NATIXIS ADVISORS, LLC | 278,371 | 66M | -104,724 | -27.3% | 61Q | SEC ↗ |
| 37 | Tenon Financial LLC | 273,536 | 64M | +22,323 | +8.9% | 10Q | SEC ↗ |
| 38 | CITIGROUP INC | 263,792 | 62M | +17,684 | +7.2% | 58Q | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 261,653 | 62M | +27,788 | +11.9% | 2Q | SEC ↗ |
| 40 | BNP PARIBAS FINANCIAL MARKETS | 259,693 | 61M | -1,645 | -0.6% | 19Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 250,920 | 59M | -11,128 | -4.2% | 27Q | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 242,018 | 57M | +785 | +0.3% | 30Q | SEC ↗ |
| 43 | GeoWealth Management, LLC | 237,457 | 56M | +11,075 | +4.9% | 11Q | SEC ↗ |
| 44 | Vanguard National Trust Co | 227,913 | 54M | +1,158 | +0.5% | 2Q | SEC ↗ |
| 45 | Mariner, LLC | 222,692 | 52M | -8,246 | -3.6% | 20Q | SEC ↗ |
| 46 | ACT WEALTH MANAGEMENT, LLC | 212,634 | 50M | +9,955 | +4.9% | 23Q | SEC ↗ |
| 47 | Blue Trust, Inc. | 210,400 | 50M | -10,024 | -4.5% | 17Q | SEC ↗ |
| 48 | COMMONWEALTH EQUITY SERVICES, LLC | 209,626 | 49M | -3,442 | -1.6% | 35Q | SEC ↗ |
| 49 | James J. Burns & Company, LLC | 204,797 | 48M | +241 | +0.1% | 16Q | SEC ↗ |
| 50 | Beacon Harbor Wealth Advisors, Inc. | 198,535 | 47M | +66,816 | +50.7% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 82,765 | 19M |
| Nuveen, LLC | 73,654 | 17M |
| IFG Advisory, LLC | 45,406 | 11M |
| GTS SECURITIES LLC | 28,670 | 7M |
| Brevan Howard Capital Management LP | 25,371 | 6M |
| Copper Harbor Investment Advisors, | 20,723 | 5M |
| Strategic Financial Planning, Inc. | 19,511 | 5M |
| FIDUCIENT ADVISORS LLC | 15,124 | 4M |
| Worth Financial Advisory Group, LLC | 5,746 | 1M |
| Fortis Group Advisors, LLC | 5,134 | 1M |
| Joule Financial, LLC | 4,209 | 991K |
| Entruity Wealth, LLC | 4,191 | 986K |
| CALTON & ASSOCIATES, INC. | 3,733 | 879K |
| Soltis Investment Advisors LLC | 3,698 | 870K |
| Evanson Financial, LLC | 3,448 | 811K |
| Global Retirement Partners, LLC | 3,411 | 803K |
| Indivisible Partners | 3,307 | 778K |
| Worth Asset Management, LLC | 3,197 | 752K |
| Clark Asset Management, LLC | 2,622 | 617K |
| Markowski Investments | 2,391 | 563K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 104,714 | 25M |
| SOL Capital Management CO | 84,482 | 20M |
| MARSHALL WACE, LLP | 11,244 | 3M |
| HRT FINANCIAL LP | 10,926 | 3M |
| TIAA TRUST, NATIONAL ASSOCIATION | 9,749 | 2M |
| EVOLVE PRIVATE WEALTH, LLC | 9,594 | 2M |
| Destiny Wealth Partners, LLC | 7,746 | 2M |
| EVOKE WEALTH, LLC | 5,725 | 1M |
| 49 WEALTH MANAGEMENT, LLC | 4,625 | 1M |
| Victrix Investment Advisors | 4,272 | 1M |
| WESPAC Advisors, LLC | 4,201 | 989K |
| Curbstone Financial Management Corp | 4,020 | 946K |
| Quadrant Private Wealth Management, | 4,019 | 946K |
| Canandaigua National Trust Co of Fl | 3,997 | 941K |
| OPAL CAPITAL LLC | 3,764 | 886K |
| Boston Trust Walden Corp | 3,548 | 835K |
| Flaharty Asset Management, LLC | 3,546 | 835K |
| Ascentis Independent Advisors | 3,459 | 814K |
| PCM Encore, LLC | 2,779 | 654K |
| Wescott Financial Advisory Group, L | 2,746 | 646K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +492,357 | +36.7% | 1,833,274 |
| MORGAN STANLEY | +273,995 | +6.5% | 4,498,051 |
| AMERIPRISE FINANCIAL INC | +240,183 | +70.6% | 580,333 |
| ENVESTNET ASSET MANAGEMENT INC | +206,096 | +4.9% | 4,451,442 |
| Plante Moran Financial Advisors, LL | +172,057 | +20.7% | 1,002,829 |
| Wealthfront Advisers LLC | +132,131 | +4.0% | 3,450,306 |
| Cerity Partners LLC | +114,608 | +12.1% | 1,062,300 |
| BIP Wealth, LLC | +101,175 | +730.4% | 115,027 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | +80,700 | +397.3% | 101,011 |
| Beacon Harbor Wealth Advisors, Inc. | +66,816 | +50.7% | 198,535 |
| UBS Group AG | +65,742 | +10.9% | 669,951 |
| ALLIANCEBERNSTEIN L.P. | +52,555 | +17.5% | 353,403 |
| LPL Financial LLC | +50,127 | +4.9% | 1,064,954 |
| BANK OF AMERICA CORP /DE | +49,665 | +2.2% | 2,304,294 |
| TD PRIVATE CLIENT WEALTH LLC | +48,893 | +8.4% | 632,279 |
| OSAIC HOLDINGS, INC. | +45,712 | +13.4% | 386,289 |
| Kestra Investment Management, LLC | +42,560 | +8.4% | 550,893 |
| ASSETMARK, INC | +38,749 | +3.0% | 1,321,393 |
| RAYMOND JAMES FINANCIAL INC | +36,212 | +4.8% | 784,166 |
| Integrated Wealth Concepts LLC | +35,930 | +728.8% | 40,860 |