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Vanguard Extended Market ETF

312 hedge funds and large institutions have $2.51B invested in Vanguard Extended Market ETF in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 16

82% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 68

14% more funds holding

Funds holding: 274312 (+38)

9% more capital invested

Capital invested by funds: $2.3B → $2.51B (+$216M)

1.15% more ownership

Funds ownership: 42.89%44.04% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
312
Holders Change
+38
Holders Change %
+13.87%
% of All Funds
7.08%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.48%
New
55
Increased
124
Reduced
68
Closed
16
Calls
$257K
Puts
Net Calls
+$257K
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
FCG Advisors
New Jersey
$27.7M +$689K +6,288 +3%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.1M +$1.52M +13,889 +7%
AA
28
Ancora Advisors
Ohio
$24.1M +$2.4M +21,915 +11%
RJA
29
Raymond James & Associates
Florida
$24.1M +$2.05M +18,694 +10%
Brown Advisory
30
Brown Advisory
Maryland
$22.4M -$94.8K -866 -0.4%
NEPWA
31
New England Private Wealth Advisors
Massachusetts
$18.1M -$144K -1,314 -0.8%
HighTower Advisors
32
HighTower Advisors
Illinois
$16M +$4.99M +45,525 +46%
VFA
33
Voya Financial Advisors
Connecticut
$15M +$4.14M +37,782 +39%
RJT
34
Raymond James Trust
Florida
$14.8M +$101K +921 +0.7%
FA
35
FDx Advisors
Illinois
$14.6M +$4.06M +37,071 +40%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$14.1M +$430K +3,926 +3%
FA
37
FC Advisory
Pennsylvania
$13.9M +$146K +1,331 +1%
HA
38
Harfst & Associates
Wyoming
$13M +$94.6K +864 +0.7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$12.9M -$322K -2,937 -2%
LW
40
Linscomb Wealth
Texas
$12.5M -$521K -4,760 -4%
Vanguard Group
41
Vanguard Group
Pennsylvania
$11.8M +$108K +986 +0.9%
FG
42
Fiduciary Group
Georgia
$11.6M +$574K +5,239 +5%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$10.2M +$7.88M +71,946 +377%
GWA
44
Guidant Wealth Advisors
Illinois
$10.1M +$329K +3,006 +4%
MWM
45
Merriman Wealth Management
Washington
$9.79M -$36.8K -336 -0.4%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$9.74M +$9.42K +86 +0.1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$9.69M +$1.4M +12,767 +17%
IA
48
IFP Advisors
Florida
$9.01M +$520K +4,745 +6%
Millennium Management
49
Millennium Management
New York
$8.89M +$8.72M +79,600 New
IFAM
50
Institutional & Family Asset Management
Colorado
$7.49M

VXF Hedge Fund Activity: Q4 2017 in Review

312 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2017, worth a combined $2.51B — up 9.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VXF positions and 16 closed out — a net gain of 39 holders — while 124 added to existing stakes and 68 trimmed.

The largest buyer was Lockheed Martin Investment Management, opening a new position worth an estimated $82.5M. The largest seller was Citigroup, cutting an estimated $132M.

  • 312 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2017, up from 274 in Q3 2017.
  • Funds reported $2.51B of Vanguard Extended Market ETF stock for Q4 2017, up 9.4% quarter-over-quarter.
  • 55 funds opened new Vanguard Extended Market ETF positions in Q4 2017 and 16 closed out, a net change of +39 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2017 was Lockheed Martin Investment Management, an estimated $82.5M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2017 was Citigroup, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2017.