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Vanguard Extended Market ETF
VXF

206 hedge funds and large institutions have $1.77B invested in Vanguard Extended Market ETF in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 94 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

77% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 53

25% more capital invested

Capital invested by funds: $1.42B → $1.77B (+$352M)

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

5.73% more ownership

Funds ownership: 36.6% → 42.33% (+5.7%)

3% more funds holding

Funds holding: 200 → 206 (+6)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
5.4%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
24
Increased
94
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$20.3M
2
W
Wealthfront
California
+$18.4M
3
CCM
Coldstream Capital Management
Washington
+$11.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.06M

Top Sellers

1
JG
Jefferies Group
New York
-$32.7M
2
Wells Fargo
Wells Fargo
California
-$15.3M
3
Barclays
Barclays
United Kingdom
-$14.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.94M
5
FHB
First Hawaiian Bank
Hawaii
-$7.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$13.1M +$2.54M +29,695 +23%
FA
27
FCG Advisors
New Jersey
$12.6M +$1.92M +22,488 +18%
Wells Fargo
28
Wells Fargo
California
$12M -$15.3M -179,418 -56%
VC
29
Vicus Capital
Pennsylvania
$11.3M -$82K -959 -0.7%
RJT
30
Raymond James Trust
Florida
$11.2M +$85.4K +999 +0.8%
DT
31
Diversified Trust
Tennessee
$11.2M +$8.78M +102,625 +333%
LW
32
Linscomb Wealth
Texas
$10.7M -$334K -3,905 -3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$10.3M +$4.62M +54,055 +79%
Ameriprise
34
Ameriprise
Minnesota
$10M +$1.85M +21,602 +22%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$9.89M +$909K +10,629 +10%
Millennium Management
36
Millennium Management
New York
$9.45M +$8.31M +97,231 +624%
FA
37
FC Advisory
Pennsylvania
$8.87M +$548K +6,404 +6%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$8.2M -$1.28M -14,930 -13%
AA
39
Ancora Advisors
Ohio
$7.9M – – –
BOH
40
Bank of Hawaii
Hawaii
$7.87M -$582K -6,808 -7%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$7.26M -$1.12M -13,095 -13%
TCM
42
TD Capital Management
Tennessee
$6.29M -$512K -5,993 -7%
GAM
43
Gould Asset Management
California
$6.05M -$3.98M -46,560 -39%
SWP
44
Stratos Wealth Partners
Ohio
$5.88M +$4.82M +56,315 +408%
FG
45
Fiduciary Group
Georgia
$5.83M +$3.48M +40,651 +140%
HighTower Advisors
46
HighTower Advisors
Illinois
$4.95M +$1.62M +18,890 +47%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$4.83M -$115K -1,344 -2%
CS
48
Credit Suisse
Switzerland
$4.75M -$593K -6,936 -11%
BSW
49
Buckingham Strategic Wealth
Missouri
$3.95M +$68.4K +800 +2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$3.78M -$379K -4,430 -9%
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VXF Hedge Fund Activity: Q4 2015 in Review

206 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2015, worth a combined $1.77B — up 25% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VXF positions and 13 closed out — a net gain of 11 holders — while 94 added to existing stakes and 53 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.3M. The largest seller was Jefferies Group, exiting entirely with an estimated $32.7M sold.

  • 206 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2015, up from 200 in Q3 2015.
  • Funds reported $1.77B of Vanguard Extended Market ETF stock for Q4 2015, up 25% quarter-over-quarter.
  • 24 funds opened new Vanguard Extended Market ETF positions in Q4 2015 and 13 closed out, a net change of +11 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2015 was LPL Financial, an estimated $20.3M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2015 was Jefferies Group, an estimated $32.7M sold.

Based on aggregated 13F filings for Q4 2015.