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Vanguard Extended Market ETF

689 hedge funds and large institutions have $6.38B invested in Vanguard Extended Market ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 195 increasing their positions, 241 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $1.46M

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $5.7B → $6.38B (+$678M)

4% more funds holding

Funds holding: 661689 (+28)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

5.13% less ownership

Funds ownership: 46.71%41.58% (-5.1%)

19% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 241

Holders
689
Holders Change
+28
Holders Change %
+4.24%
% of All Funds
10.82%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.58%
New
65
Increased
195
Reduced
241
Closed
32
Calls
$3.78M
Puts
$1.46M
Net Calls
+$2.32M
Net Calls Change
+$514K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Fortress Wealth Management
California
$232K
CIA
527
Capital Investment Advisors
Georgia
$232K -$24.5K -175 -10%
BFEC
528
Benjamin F. Edwards & Company
Missouri
$231K -$4.21K -30 -2%
CAM
529
Crestone Asset Management
Colorado
$230K -$21K -150 -9%
Kayne Anderson Rudnick Investment Management
530
Kayne Anderson Rudnick Investment Management
California
$230K -$283K -2,016 -57%
IP
531
Intellectus Partners
California
$226K
LPAM
532
Lodestar Private Asset Management
California
$224K +$4.63K +33 +2%
GFS
533
GYL Financial Synergies
Connecticut
$223K +$210K +1,498 New
BFO
534
Biltmore Family Office
North Carolina
$223K
NCM
535
NCM Capital Management
New Jersey
$221K
LIG
536
Lokken Investment Group
Delaware
$221K
KWA
537
Kingswood Wealth Advisors
California
$220K +$207K +1,479 New
LSPW
538
Lake Street Private Wealth
Illinois
$220K +$7.15K +51 +4%
LMKC
539
L.M. Kohn & Company
Ohio
$220K +$6.45K +46 +3%
IA
540
IFP Advisors
Florida
$219K +$9.4K +67 +5%
WEG
541
World Equity Group
Illinois
$216K -$618K -4,405 -75%
MWM
542
MorganRosel Wealth Management
Colorado
$216K -$3.37K -24 -2%
FHA
543
Flagship Harbor Advisors
Massachusetts
$216K -$4.63K -33 -2%
TF
544
TimeScale Financial
Massachusetts
$213K
AGM
545
Alpine Global Management
New York
$211K +$198K +1,415 New
VCP
546
Vista Capital Partners
Oregon
$210K +$198K +1,411 New
IF
547
Intrua Financial
Texas
$207K +$196K +1,394 New
CFB
548
Cullen/Frost Bankers
Texas
$207K +$139K +989 +247%
CWM
549
ClientFirst Wealth Management
Arkansas
$207K +$189K +1,350 New
DIP
550
Davis Investment Partners
North Carolina
$207K +$187K +1,332 New

VXF Hedge Fund Activity: Q2 2023 in Review

689 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q2 2023, worth a combined $6.38B — up 12% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VXF positions and 32 closed out — a net gain of 33 holders — while 195 added to existing stakes and 241 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $95.4M. The largest seller was Summit Wealth Group, cutting an estimated $791M.

  • 689 institutional investors held Vanguard Extended Market ETF (VXF) as of Q2 2023, up from 661 in Q1 2023.
  • Funds reported $6.38B of Vanguard Extended Market ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 65 funds opened new Vanguard Extended Market ETF positions in Q2 2023 and 32 closed out, a net change of +33 holders.
  • The largest Vanguard Extended Market ETF buyer in Q2 2023 was Exchange Traded Concepts, an estimated $95.4M added.
  • The largest Vanguard Extended Market ETF seller in Q2 2023 was Summit Wealth Group, an estimated $791M sold.

Based on aggregated 13F filings for Q2 2023.