VANGUARD EXTENDED MARKET INDEX ADMIRAL VEXAX
COM · Open-End Fund · CUSIP 922908694
6
institutional holders
+0 vs Q4 2023
14.9k
shares reported held*
$2.0mreported value*
1 new
4 added
0 reduced
0 sold out
net bought ≈ $493.1k (+3.7k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $133.03.
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 3 |
| Q1 2023 | 5 |
| Q2 2023 | 4 |
| Q3 2023 | 5 |
| Q4 2023 | 6 |
| Q1 2024 | 6 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 1 | 1 |
| Q1 2023 | 3 | 0 |
| Q2 2023 | 2 | 0 |
| Q3 2023 | 3 | 0 |
| Q4 2023 | 4 | 0 |
| Q1 2024 | 5 | 0 |
Biggest buyers
| SILVERCREST ASSET MANAGEMENT GROUP LLC | New | +3.5k |
| Fulton Bank, N.A. | Added | +217 |
| STEWART & PATTEN CO LLC | Added | +4 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Added | +2 |
| TUCKER ASSET MANAGEMENT LLC | Added | +1 |
Biggest sellers
| None |
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| Fulton Bank, N.A. 0.02% of their portfolio | 4.3k $572.5k | Added +217 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.00% of their portfolio | 3.5k $463.3k | New |
| NORTH STAR ASSET MANAGEMENT INC 0.02% of their portfolio | 3.0k $398.9k | Unchanged |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.01% of their portfolio | 2.3k $300.1k | Added +2 |
| STEWART & PATTEN CO LLC 0.03% of their portfolio | 1.6k $214.8k | Added +4 |
| TUCKER ASSET MANAGEMENT LLC 0.01% of their portfolio | 195 $25.9k | Added +1 |