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Vanguard Extended Market ETF

256 hedge funds and large institutions have $2.17B invested in Vanguard Extended Market ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

150% more call options, than puts

Call options by funds: $848K | Put options by funds: $339K

59% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 69

22% more capital invested

Capital invested by funds: $1.77B → $2.17B (+$392M)

9% more funds holding

Funds holding: 235256 (+21)

4.44% more ownership

Funds ownership: 40.35%44.79% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
256
Holders Change
+21
Holders Change %
+8.94%
% of All Funds
6.37%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
33
Increased
110
Reduced
69
Closed
11
Calls
$848K
Puts
$339K
Net Calls
+$509K
Net Calls Change
+$644K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Perennial Advisors
New York
$45K -$148K -1,500 -77%
FWM
227
Focused Wealth Management
New York
$43K +$19.8K +200 +88%
BlackRock
228
BlackRock
New York
$38K +$9.5K +96 +34%
First Manhattan
229
First Manhattan
New York
$37K +$37.2K +376 New
PG
230
Patten Group
Tennessee
$35K
RWA
231
Ropes Wealth Advisors
Massachusetts
$34K +$33.8K +341 New
ASN
232
Advisory Services Network
Georgia
$31K +$31.1K +314 New
GRP
233
Global Retirement Partners
California
$30K -$509K -5,147 -94%
M
234
MOTCO
Texas
$30K
FANJ
235
Financial Architects (New Jersey)
New Jersey
$28K +$14.5K +147 +113%
OC
236
Oakworth Capital
Alabama
$26K
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$22K
BCI
238
Brinker Capital Investments
Pennsylvania
$21K
KPCM
239
Kings Point Capital Management
New York
$20K
HT
240
Hefren-Tillotson
Pennsylvania
$18K +$3.17K +32 +21%
SEI Investments
241
SEI Investments
Pennsylvania
$17K +$17.2K +174 New
YWP
242
YorkBridge Wealth Partners
New York
$15K
SIC
243
Salem Investment Counselors
North Carolina
$15K +$14.7K +149 New
FHA
244
First Horizon Advisors
Tennessee
$14K
GT
245
Glenmede Trust
Pennsylvania
$13K +$13.2K +133 New
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$11.5K +$11.4K +115 New
HNB
247
Huntington National Bank
Ohio
$10K
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$10K
SSB
249
Sandy Spring Bank
Maryland
$10K
BBHC
250
Brown Brothers Harriman & Co
New York
$10K +$10.3K +104 New

VXF Hedge Fund Activity: Q1 2017 in Review

256 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2017, worth a combined $2.17B — up 22% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VXF positions and 11 closed out — a net gain of 22 holders — while 110 added to existing stakes and 69 trimmed.

The largest buyer was Citigroup, adding an estimated $119M. The largest seller was Stratos Wealth Partners, cutting an estimated $15.3M.

  • 256 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2017, up from 235 in Q4 2016.
  • Funds reported $2.17B of Vanguard Extended Market ETF stock for Q1 2017, up 22% quarter-over-quarter.
  • 33 funds opened new Vanguard Extended Market ETF positions in Q1 2017 and 11 closed out, a net change of +22 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2017 was Citigroup, an estimated $119M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2017 was Stratos Wealth Partners, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2017.