We are live on ! Find out more
VXF icon

Vanguard Extended Market ETF

585 hedge funds and large institutions have $6.82B invested in Vanguard Extended Market ETF in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 220 increasing their positions, 163 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 30

87% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.17M

35% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 163

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more funds holding

Funds holding: 535585 (+50)

5% more capital invested

Capital invested by funds: $6.49B → $6.82B (+$331M)

3.28% less ownership

Funds ownership: 47.1%43.82% (-3.3%)

Holders
585
Holders Change
+50
Holders Change %
+9.35%
% of All Funds
10.27%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
84
Increased
220
Reduced
163
Closed
30
Calls
$2.18M
Puts
$1.17M
Net Calls
+$1.01M
Net Calls Change
+$662K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Evermay Wealth Management
Virginia
$545K
LL
352
LPWM LLC
Minnesota
$533K
BFG
353
Berger Financial Group
Minnesota
$533K +$54.5K +307 +11%
MCM
354
Maryland Capital Management
Maryland
$531K
LGA
355
Lebenthal Global Advisors
New York
$530K +$178K +1,000 +50%
AIP
356
ARS Investment Partners
New York
$526K
KOMWMG
357
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$525K +$218K +1,226 +70%
NOI
358
Newton One Investments
Delaware
$519K +$1.78K +10 +0.3%
AOWM
359
Alpha Omega Wealth Management
Virginia
$515K
STC
360
Sarah T. Connolly
$513K
KWMG
361
King Wealth Management Group
Florida
$504K +$1.24K +7 +0.2%
WT
362
Whittier Trust
California
$502K +$40.9K +230 +9%
GRP
363
Global Retirement Partners
California
$492K +$77.5K +436 +19%
WWM
364
Western Wealth Management
Colorado
$490K +$14.7K +83 +3%
WS
365
Wela Strategies
Georgia
$489K -$97K -546 -16%
CRWM
366
Castle Rock Wealth Management
California
$479K +$40.5K +228 +9%
HFS
367
Howard Financial Services
Texas
$470K +$7.11K +40 +2%
JCM
368
Jacobi Capital Management
Pennsylvania
$459K +$6.39K +36 +1%
ACM
369
Advisors Capital Management
New Jersey
$453K +$455K +2,562 New
MFA
370
McClarren Financial Advisors
Pennsylvania
$451K -$8.53K -48 -2%
MWM
371
Minot Wealth Management
Massachusetts
$451K
BFA
372
Beacon Financial Advisory
Ohio
$451K +$453K +2,552 New
22CM
373
20/20 Capital Management
California
$450K -$68.4K -385 -13%
GWS
374
Glassman Wealth Services
Virginia
$444K +$151K +848 +51%
WCM
375
Windham Capital Management
Massachusetts
$442K

VXF Hedge Fund Activity: Q1 2021 in Review

585 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2021, worth a combined $6.82B — up 5.1% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VXF positions and 30 closed out — a net gain of 54 holders — while 220 added to existing stakes and 163 trimmed.

The largest buyer was CWS Financial Advisors, adding an estimated $36.1M. The largest seller was Goldman Sachs, cutting an estimated $195M.

  • 585 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2021, up from 535 in Q4 2020.
  • Funds reported $6.82B of Vanguard Extended Market ETF stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 84 funds opened new Vanguard Extended Market ETF positions in Q1 2021 and 30 closed out, a net change of +54 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2021 was CWS Financial Advisors, an estimated $36.1M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2021 was Goldman Sachs, an estimated $195M sold.

Based on aggregated 13F filings for Q1 2021.