We are live on ! Find out more
VXF icon

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
WP
301
WealthShield Partners
North Carolina
$38K
First Manhattan
302
First Manhattan
New York
$37K
S
303
SignatureFD
Georgia
$36K -$70.4K -642 -64%
GWM
304
Geneos Wealth Management
Colorado
$34K -$104K -949 -73%
GRP
305
Global Retirement Partners
California
$30K
M
306
MOTCO
Texas
$30K
WCM
307
WealthBridge Capital Management
Ohio
$30K +$32.9K +300 New
OC
308
Oakworth Capital
Alabama
$26K
SMFS
309
Squar Milner Financial Services
California
$25K
RAM
310
Riggs Asset Management
Pennsylvania
$24K +$9.87K +90 +58%
CB
311
CNB Bank
Pennsylvania
$20K
KPCM
312
Kings Point Capital Management
New York
$20K
RFA
313
Reilly Financial Advisors
California
$19K
CIA
314
Cascade Investment Advisors
Oregon
$18.3K
NL
315
NVWM LLC
Pennsylvania
$16K
CFD
316
Creative Financial Designs
Indiana
$16K +$3.95K +36 +30%
YWP
317
YorkBridge Wealth Partners
New York
$15K
DWM
318
Doyle Wealth Management
Florida
$13K +$14.3K +130 New
RCA
319
Rowland Carmichael Advisors
Arizona
$12K -$4.28K -39 -24%
JWM
320
Janiczek Wealth Management
Colorado
$12K
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$11.5K
JFGIW
322
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$108K -984 -90%
AWM
323
AllSquare Wealth Management
New York
$10K
HNB
324
Huntington National Bank
Ohio
$10K
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$10K

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.