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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
OBWP
301
O'Brien Wealth Partners
Massachusetts
$31K +$30.6K +250 New
SMFS
302
Squar Milner Financial Services
California
$30K +$30.3K +248 New
RMAM
303
Raab & Moskowitz Asset Management
New Jersey
$26K +$26.4K +216 New
CB
304
CNB Bank
Pennsylvania
$25K -$19.6K -160 -44%
KPCM
305
Kings Point Capital Management
New York
$25K
NFG
306
Next Financial Group
Texas
$25K +$24.4K +200 New
RFA
307
Reilly Financial Advisors
California
$24K
VIA
308
Vantage Investment Advisors
Pennsylvania
$24K
CIA
309
Cascade Investment Advisors
Oregon
$22.4K +$22.4K +183 New
RCA
310
Rowland Carmichael Advisors
Arizona
$20K -$5.01K -41 -20%
NL
311
NVWM LLC
Pennsylvania
$20K
RAM
312
Riggs Asset Management
Pennsylvania
$19K
YWP
313
YorkBridge Wealth Partners
New York
$18K
CFD
314
Creative Financial Designs
Indiana
$15K
JWM
315
Janiczek Wealth Management
Colorado
$15K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$14.1K
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$12.5K +102 New
AWM
318
AllSquare Wealth Management
New York
$12K
KJWM
319
Kiley Juergens Wealth Management
Washington
$10K +$10.4K +85 New
SSB
320
Sandy Spring Bank
Maryland
$7K
MCM
321
Monument Capital Management
Virginia
$7K +$6.72K +55 New
MWPCG
322
Measured Wealth Private Client Group
New Hampshire
$7K +$6.84K +56 New
CF
323
Centaurus Financial
California
$5.27K -$5.78M -47,284 -100%
CAC
324
Certified Advisory Corp
Florida
$5K
HS
325
Horan Securities
United States
$5K

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.