Vanguard Extended Market ETF
661 hedge funds and large institutions have $5.7B invested in Vanguard Extended Market ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 243 increasing their positions, 225 reducing their positions, and 38 closing their positions.
275% more call options, than puts
Call options by funds: $2.47M | Put options by funds: $659K
29% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 38
5.78% more ownership
Funds ownership: 40.93% → 46.71% (+5.8%)
8% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 225
0% more funds holding in top 10
Funds holding in top 10: 39 → 39 (0)
1% less funds holding
Funds holding: 669 → 661 (-8)
20% less capital invested
Capital invested by funds: $7.14B → $5.7B (-$1.44B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$807M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$121M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$23.1M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$20.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$41.2M |
| 2 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
-$21.6M |
| 3 |
CFA
CWS Financial Advisors
Kalamazoo,
Michigan
|
-$18.3M |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$16.7M |
| 5 |
SB
Sunflower Bank
Dallas,
Texas
|
-$12.7M |
VXF Hedge Fund Activity: Q1 2023 in Review
661 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2023, worth a combined $5.7B — down 20% from $7.14B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new VXF positions and 38 closed out — a net gain of 11 holders — while 243 added to existing stakes and 225 trimmed.
The largest buyer was Summit Wealth Group, opening a new position worth an estimated $807M. The largest seller was Bessemer Group, cutting an estimated $41.2M.
- 661 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2023, down from 669 in Q4 2022.
- Funds reported $5.7B of Vanguard Extended Market ETF stock for Q1 2023, down 20% quarter-over-quarter.
- 49 funds opened new Vanguard Extended Market ETF positions in Q1 2023 and 38 closed out, a net change of +11 holders.
- The largest Vanguard Extended Market ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $807M added.
- The largest Vanguard Extended Market ETF seller in Q1 2023 was Bessemer Group, an estimated $41.2M sold.
Based on aggregated 13F filings for Q1 2023.