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Vanguard Extended Market ETF

334 hedge funds and large institutions have $3.06B invested in Vanguard Extended Market ETF in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 95 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

24% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 95

6% more funds holding

Funds holding: 315334 (+19)

5% more capital invested

Capital invested by funds: $2.9B → $3.06B (+$159M)

1.02% less ownership

Funds ownership: 46.06%45.04% (-1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
334
Holders Change
+19
Holders Change %
+6.03%
% of All Funds
7.64%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.48%
New
38
Increased
118
Reduced
95
Closed
18
Calls
$454K
Puts
Net Calls
+$454K
Net Calls Change
+$536K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$210K -$28K -229 -12%
EB
252
Eastern Bank
Massachusetts
$208K
BSW
253
Buckingham Strategic Wealth
Missouri
$205K -$7.82K -64 -4%
SIAP
254
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$178K -$48.9K -400 -22%
SHJ
255
Sharkey, Howes & Javer
Colorado
$175K +$175K +1,430 New
SWMG
256
Signature Wealth Management Group
Georgia
$173K -$12.7K -104 -6%
LF
257
Lee Financial
Texas
$172K
APP
258
Avantax Planning Partners
Iowa
$167K +$166K +1,361 New
BAM
259
Belpointe Asset Management
Nevada
$164K +$163K +1,337 New
GWM
260
Geneos Wealth Management
Colorado
$158K +$20.7K +169 +15%
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$157K +$70.2K +574 +81%
TIM
262
Tortoise Investment Management
New York
$152K
LGWM
263
Litman Gregory Wealth Management
California
$146K
GWS
264
Glassman Wealth Services
Virginia
$143K
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$136K +$244 +2 +0.2%
JFGIW
266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K
S
267
SignatureFD
Georgia
$123K
TPWA
268
TRUE Private Wealth Advisors
Oregon
$119K +$118K +969 New
PMFA
269
Plante Moran Financial Advisors
Michigan
$112K
WCM
270
Wealthcare Capital Management
Virginia
$110K -$48.5K -397 -31%
LNB
271
Ledyard National Bank
$95K
GI
272
Gradient Investments
Minnesota
$92K -$3.91K -32 -4%
MA
273
MUFG Americas
New York
$92K
EA
274
Elm Advisors
California
$83K +$83.1K +680 New
AIM
275
Advantage Investment Management
Iowa
$78K -$4.89K -40 -6%

VXF Hedge Fund Activity: Q3 2018 in Review

334 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q3 2018, worth a combined $3.06B — up 5.5% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VXF positions and 18 closed out — a net gain of 20 holders — while 118 added to existing stakes and 95 trimmed.

The largest buyer was Advisor Group, adding an estimated $17.9M. The largest seller was Millennium Management, exiting entirely with an estimated $46.6M sold.

  • 334 institutional investors held Vanguard Extended Market ETF (VXF) as of Q3 2018, up from 315 in Q2 2018.
  • Funds reported $3.06B of Vanguard Extended Market ETF stock for Q3 2018, up 5.5% quarter-over-quarter.
  • 38 funds opened new Vanguard Extended Market ETF positions in Q3 2018 and 18 closed out, a net change of +20 holders.
  • The largest Vanguard Extended Market ETF buyer in Q3 2018 was Advisor Group, an estimated $17.9M added.
  • The largest Vanguard Extended Market ETF seller in Q3 2018 was Millennium Management, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2018.