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Vanguard Extended Market ETF

145 hedge funds and large institutions have $1.16B invested in Vanguard Extended Market ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

14% more funds holding

Funds holding: 127145 (+18)

10% more capital invested

Capital invested by funds: $1.05B → $1.16B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3.56% less ownership

Funds ownership: 41.04%37.48% (-3.6%)

Holders
145
Holders Change
+18
Holders Change %
+14.17%
% of All Funds
4.21%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
31
Increased
52
Reduced
40
Closed
11
Calls
$455K
Puts
Net Calls
+$455K
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
TD Capital Management
Tennessee
$7.79M +$2.47K +31 +0%
AA
27
Ancora Advisors
Ohio
$7.34M
CCM
28
Coldstream Capital Management
Washington
$7.23M +$280K +3,510 +4%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$7.12M -$764K -9,570 -10%
ACM
30
Ashford Capital Management
Delaware
$6.92M -$483K -6,049 -7%
CS
31
Credit Suisse
Switzerland
$6.76M +$6.52M +81,735 New
AIG
32
American International Group
New York
$6.6M +$545K +6,826 +9%
BOH
33
Bank of Hawaii
Hawaii
$6.2M +$92.8K +1,163 +2%
JP Morgan Chase
34
JP Morgan Chase
New York
$6.2M +$1.02M +12,743 +20%
NPC
35
National Planning Corporation
California
$6.12M -$315K -3,943 -5%
SB
36
Suntrust Banks
Georgia
$5.43M +$403K +5,048 +8%
CWM
37
Cabot Wealth Management
Massachusetts
$5.35M -$51K -639 -1%
BSW
38
Buckingham Strategic Wealth
Missouri
$4.42M
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$4.28M +$563K +7,058 +16%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$4.2M +$522K +6,547 +15%
Ameriprise
41
Ameriprise
Minnesota
$3.88M +$2.31M +28,908 +162%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$3.79M -$200K -2,505 -5%
FWM
43
Focused Wealth Management
New York
$3.67M +$24.4K +306 +0.7%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$3.61M -$5.67K -71 -0.2%
SI
45
Stephens Inc
Arkansas
$3.47M +$27K +339 +0.8%
FA
46
FCG Advisors
New Jersey
$3.45M +$205K +2,570 +6%
BP
47
Ballentine Partners
Massachusetts
$3.4M
BEAM
48
Baker Ellis Asset Management
Washington
$3.12M -$7.98K -100 -0.3%
AWA
49
AmeriServ Wealth Advisors
Pennsylvania
$2.8M +$547K +6,853 +25%
RJA
50
Raymond James & Associates
Florida
$2.71M +$390K +4,888 +18%

VXF Hedge Fund Activity: Q4 2013 in Review

145 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2013, worth a combined $1.16B — up 10% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VXF positions and 11 closed out — a net gain of 20 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was UBS, adding an estimated $50M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $50.8M.

  • 145 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2013, up from 127 in Q3 2013.
  • Funds reported $1.16B of Vanguard Extended Market ETF stock for Q4 2013, up 10% quarter-over-quarter.
  • 31 funds opened new Vanguard Extended Market ETF positions in Q4 2013 and 11 closed out, a net change of +20 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2013 was UBS, an estimated $50M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2013 was Manulife (Manufacturers Life Insurance), an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2013.