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Vanguard Extended Market ETF

436 hedge funds and large institutions have $4.03B invested in Vanguard Extended Market ETF in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 113 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $949K | Put options by funds: $296K

103% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 39

43% more capital invested

Capital invested by funds: $2.81B → $4.03B (+$1.22B)

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

10% more funds holding

Funds holding: 397436 (+39)

0.69% more ownership

Funds ownership: 45.41%46.09% (+0.69%)

24% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 148

Holders
436
Holders Change
+39
Holders Change %
+9.82%
% of All Funds
8.94%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.64%
New
79
Increased
113
Reduced
148
Closed
39
Calls
$949K
Puts
$296K
Net Calls
+$653K
Net Calls Change
+$399K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$450K +$82K +764 +25%
HB
252
Homrich & Berg
Georgia
$446K
CAMG
253
CWA Asset Management Group
Florida
$443K +$402K +3,742 New
ASN
254
Advisory Services Network
Georgia
$438K +$23.5K +219 +6%
AWM
255
Atticus Wealth Management
Florida
$436K -$260K -2,423 -40%
PCIG
256
Partners Capital Investment Group
Massachusetts
$435K
F
257
F3Logic
Minnesota
$432K -$23.7K -221 -6%
WS
258
Wela Strategies
Georgia
$429K +$6.12K +57 +2%
GT
259
Glenmede Trust
Pennsylvania
$426K -$50.4K -470 -12%
TA
260
Tiedemann Advisors
New York
$423K -$4.83K -45 -1%
SWM
261
Sugarloaf Wealth Management
Georgia
$421K -$301K -2,801 -44%
MWM
262
MorganRosel Wealth Management
Colorado
$415K +$55.9K +521 +17%
ST
263
Spinnaker Trust
Maine
$414K
RG
264
Rathbones Group
United Kingdom
$413K -$53.7K -500 -13%
22CM
265
20/20 Capital Management
California
$412K -$29.5K -275 -8%
PCM
266
Penn Capital Management
Pennsylvania
$410K -$741K -6,905 -67%
IFG
267
Independent Financial Group
California
$410K +$372K +3,464 New
TYCC
268
Texas Yale Capital Corp
Florida
$398K
KA
269
Klingman & Associates
New York
$385K -$37.6K -350 -10%
NCM
270
Narwhal Capital Management
Georgia
$381K
SIA
271
Strategic Investment Advisors
Michigan
$372K +$48.8K +455 +17%
KA
272
Kovack Advisors
Florida
$364K -$32.3K -301 -9%
AP
273
Adero Partners
California
$361K
MCM
274
Maryland Capital Management
Maryland
$355K -$1.07K -10 -0.3%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$355K

VXF Hedge Fund Activity: Q2 2020 in Review

436 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q2 2020, worth a combined $4.03B — up 43% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VXF positions and 39 closed out — a net gain of 40 holders — while 113 added to existing stakes and 148 trimmed.

The largest buyer was SigFig Wealth Management, adding an estimated $103M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $16.6M.

  • 436 institutional investors held Vanguard Extended Market ETF (VXF) as of Q2 2020, up from 397 in Q1 2020.
  • Funds reported $4.03B of Vanguard Extended Market ETF stock for Q2 2020, up 43% quarter-over-quarter.
  • 79 funds opened new Vanguard Extended Market ETF positions in Q2 2020 and 39 closed out, a net change of +40 holders.
  • The largest Vanguard Extended Market ETF buyer in Q2 2020 was SigFig Wealth Management, an estimated $103M added.
  • The largest Vanguard Extended Market ETF seller in Q2 2020 was Wealthspire Advisors (New York), an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2020.