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Vanguard Extended Market ETF

684 hedge funds and large institutions have $6.32B invested in Vanguard Extended Market ETF in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 238 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $5.5M | Put options by funds: $1.06M

6% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 224

3% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 58

0.38% more ownership

Funds ownership: 41.58%41.95% (+0.38%)

1% less funds holding

Funds holding: 689684 (-5)

1% less capital invested

Capital invested by funds: $6.38B → $6.32B (-$61.2M)

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

Holders
684
Holders Change
-5
Holders Change %
-0.73%
% of All Funds
10.86%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
60
Increased
238
Reduced
224
Closed
58
Calls
$5.5M
Puts
$1.06M
Net Calls
+$4.45M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Apexium Financial
Texas
$1.76M
GWM
227
Geneos Wealth Management
Colorado
$1.74M +$630K +4,203 +53%
PCIA
228
Prime Capital Investment Advisors
Kansas
$1.72M -$5.25K -35 -0.3%
TFM
229
TFC Financial Management
Massachusetts
$1.71M +$1.2K +8 +0.1%
PCFFS
230
Pacific Center for Financial Services
California
$1.69M -$7.35K -49 -0.4%
MG
231
Mather Group
Illinois
$1.67M -$3.35M -22,325 -66%
LSIA
232
LaSalle St. Investment Advisors
Illinois
$1.66M +$140K +936 +9%
WAS
233
Wealth Advisory Solutions
Indiana
$1.64M -$264K -1,759 -13%
KBC
234
Key Bridge Compliance
$1.64M +$1.72M +11,453 New
FOFP
235
Fee-Only Financial Planning
South Carolina
$1.64M -$46.2K -308 -3%
AFAS
236
Acorn Financial Advisory Services
Virginia
$1.61M -$5.85K -39 -0.3%
PFO
237
Pathstone Family Office
New Jersey
$1.59M +$1.06M +7,038 +174%
PIMG
238
Patriot Investment Management Group
Tennessee
$1.58M -$26.7K -178 -2%
PA
239
Procyon Advisors
Connecticut
$1.58M +$21K +140 +1%
TAM
240
Tocqueville Asset Management
New York
$1.56M
NP
241
NorthRock Partners
Minnesota
$1.56M -$22.9K -153 -1%
FWI
242
Facet Wealth Inc
Maryland
$1.51M +$26.8K +179 +2%
FHB
243
First Hawaiian Bank
Hawaii
$1.5M
FF
244
Friedenthal Financial
New Jersey
$1.48M -$48K -320 -3%
PFM
245
Phillips Financial Management
Indiana
$1.48M -$18.7K -125 -1%
UB
246
UMB Bank
Missouri
$1.46M
LSAG
247
Lake Street Advisors Group
New Hampshire
$1.45M +$2.55K +17 +0.2%
ZF
248
Zhang Financial
Michigan
$1.45M +$120K +802 +9%
TA
249
TruWealth Advisors
Louisiana
$1.44M -$18.4K -123 -1%
AT
250
Avalon Trust
New Mexico
$1.41M

VXF Hedge Fund Activity: Q3 2023 in Review

684 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q3 2023, worth a combined $6.32B — down 0.96% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VXF positions and 58 closed out — a net gain of 2 holders — while 238 added to existing stakes and 224 trimmed.

The largest buyer was Citigroup, adding an estimated $49.8M. The largest seller was Envestnet Asset Management, cutting an estimated $149M.

  • 684 institutional investors held Vanguard Extended Market ETF (VXF) as of Q3 2023, down from 689 in Q2 2023.
  • Funds reported $6.32B of Vanguard Extended Market ETF stock for Q3 2023, down 0.96% quarter-over-quarter.
  • 60 funds opened new Vanguard Extended Market ETF positions in Q3 2023 and 58 closed out, a net change of +2 holders.
  • The largest Vanguard Extended Market ETF buyer in Q3 2023 was Citigroup, an estimated $49.8M added.
  • The largest Vanguard Extended Market ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.