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Vanguard Extended Market ETF
VXF

379 hedge funds and large institutions have $3.33B invested in Vanguard Extended Market ETF in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 129 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

2% more funds holding

Funds holding: 371 → 379 (+8)

5% more capital invested

Capital invested by funds: $3.17B → $3.33B (+$158M)

2% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 127

0.08% more ownership

Funds ownership: 47.32% → 47.4% (+0.08%)

9% less funds holding in top 10

Funds holding in top 10: 23 → 21 (-2)

Holders
379
Holders Change
+8
Holders Change %
+2.16%
% of All Funds
8.23%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.46%
New
36
Increased
129
Reduced
127
Closed
24
Calls
$925K
Puts
–
Net Calls
+$925K
Net Calls Change
+$128K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.1M
2
AssetMark Inc
AssetMark Inc
California
+$10.6M
3
Bank of America
Bank of America
North Carolina
+$7.14M
4
US Bancorp
US Bancorp
Minnesota
+$6.89M
5
SBL
Sargent Bickham Lagudis
Colorado
+$6.03M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$11.5M
2
Bessemer Group
Bessemer Group
New Jersey
-$8.95M
3
CCM
Coldstream Capital Management
Washington
-$5.57M
4
NFC
Northeast Financial Consultants
Connecticut
-$5.12M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
326
Weaver Consulting Group
California
$47K – – –
GWM
327
Geneos Wealth Management
Colorado
$47K +$6.08K +52 +15%
ME
328
McIlrath & Eck
Washington
$44K – – –
LWCFA
329
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K – – –
S
330
SignatureFD
Georgia
$43K – – –
VFA
331
Valeo Financial Advisors
Indiana
$40K -$12.7K -109 -24%
FWM
332
Focused Wealth Management
New York
$40K -$10.5K -90 -21%
M
333
MOTCO
Texas
$36K – – –
TNBTD
334
Trustmark National Bank Trust Department
Mississippi
$36K +$35.1K +300 New
PB
335
Pinnacle Bancorp
Nebraska
$31K -$30.1K -258 -50%
OC
336
Oakworth Capital
Alabama
$31K – – –
TPWA
337
TRUE Private Wealth Advisors
Oregon
$30K +$30.1K +258 New
CH
338
Canton Hathaway
Rhode Island
$29K +$29K +248 New
AIM
339
Axiom Investment Management
New York
$25K – – –
TA
340
TCG Advisors
Texas
$24K -$203K -1,741 -90%
KPCM
341
Kings Point Capital Management
New York
$24K – – –
Kayne Anderson Rudnick Investment Management
342
Kayne Anderson Rudnick Investment Management
California
$24K +$23.6K +202 New
MG
343
MilWealth Group
Wisconsin
$23.1K -$14K -120 -38%
SMFS
344
Squar Milner Financial Services
California
$23K -$6.31K -54 -22%
RFA
345
Reilly Financial Advisors
California
$23K – – –
CB
346
CNB Bank
Pennsylvania
$22K – – –
CIA
347
Cascade Investment Advisors
Oregon
$21.7K – – –
NL
348
NVWM LLC
Pennsylvania
$20K – – –
WP
349
WealthShield Partners
North Carolina
$20K – – –
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
12 13
14
15 16

VXF Hedge Fund Activity: Q2 2019 in Review

379 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q2 2019, worth a combined $3.33B — up 5% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VXF positions and 24 closed out — a net gain of 12 holders — while 129 added to existing stakes and 127 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $19.1M. The largest seller was Goldman Sachs, cutting an estimated $11.5M.

  • 379 institutional investors held Vanguard Extended Market ETF (VXF) as of Q2 2019, up from 371 in Q1 2019.
  • Funds reported $3.33B of Vanguard Extended Market ETF stock for Q2 2019, up 5% quarter-over-quarter.
  • 36 funds opened new Vanguard Extended Market ETF positions in Q2 2019 and 24 closed out, a net change of +12 holders.
  • The largest Vanguard Extended Market ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $19.1M added.
  • The largest Vanguard Extended Market ETF seller in Q2 2019 was Goldman Sachs, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2019.