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Vanguard Extended Market ETF

346 hedge funds and large institutions have $3.02B invested in Vanguard Extended Market ETF in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 91 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 91

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

5.77% more ownership

Funds ownership: 45.04%50.81% (+5.8%)

4% more funds holding

Funds holding: 334346 (+12)

1% less capital invested

Capital invested by funds: $3.06B → $3.02B (-$38.6M)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
346
Holders Change
+12
Holders Change %
+3.59%
% of All Funds
7.71%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
65
Increased
129
Reduced
91
Closed
50
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
-$135K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
251
Trellis Advisors
Washington
$246K -$2.3K -21 -0.8%
CCP
252
Cardan Capital Partners
Colorado
$244K
DWA
253
Divergent Wealth Advisors
Utah
$238K +$261K +2,380 New
UWM
254
USAdvisors Wealth Management
Minnesota
$234K +$257K +2,349 New
Prudential Financial
255
Prudential Financial
New Jersey
$233K +$256K +2,338 New
MWM
256
MorganRosel Wealth Management
Colorado
$226K +$248K +2,266 New
VWA
257
V Wealth Advisors
Kansas
$225K -$26.9K -245 -11%
VDI
258
Vaughan David Investments
Illinois
$216K
FNT
259
First National Trust
Pennsylvania
$201K
MWP
260
MYCIO Wealth Partners
Pennsylvania
$201K +$2.08K +19 +1%
JWA
261
JFS Wealth Advisors
Pennsylvania
$193K
QAM
262
QCI Asset Management
New York
$182K
SWM
263
SeaCrest Wealth Management
New York
$156K -$67K -611 -28%
PMFA
264
Plante Moran Financial Advisors
Michigan
$146K +$60.1K +548 +60%
SIAP
265
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$144K
SHJ
266
Sharkey, Howes & Javer
Colorado
$143K
BAM
267
Belpointe Asset Management
Nevada
$143K +$10.3K +94 +7%
CAM
268
Cresset Asset Management
Illinois
$137K +$151K +1,376 New
LWCFA
269
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K +$144K +1,315 New
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$129K +$20.4K +186 +17%
NFG
271
Next Financial Group
Texas
$129K +$119K +1,089 +545%
TIM
272
Tortoise Investment Management
New York
$124K
LGWM
273
Litman Gregory Wealth Management
California
$119K
NSG
274
Nalls Sherbakoff Group
Tennessee
$113K +$124K +1,135 New
Chevy Chase Trust
275
Chevy Chase Trust
Maryland
$108K +$118K +1,080 New

VXF Hedge Fund Activity: Q4 2018 in Review

346 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2018, worth a combined $3.02B — down 1.3% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VXF positions and 50 closed out — a net gain of 15 holders — while 129 added to existing stakes and 91 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $312M. The largest seller was FDx Advisors, exiting entirely with an estimated $26.7M sold.

  • 346 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2018, up from 334 in Q3 2018.
  • Funds reported $3.02B of Vanguard Extended Market ETF stock for Q4 2018, down 1.3% quarter-over-quarter.
  • 65 funds opened new Vanguard Extended Market ETF positions in Q4 2018 and 50 closed out, a net change of +15 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2018 was Bessemer Group, an estimated $312M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2018 was FDx Advisors, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2018.