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Vanguard Extended Market ETF

684 hedge funds and large institutions have $6.32B invested in Vanguard Extended Market ETF in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 238 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $5.5M | Put options by funds: $1.06M

6% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 224

3% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 58

0.38% more ownership

Funds ownership: 41.58%41.95% (+0.38%)

1% less funds holding

Funds holding: 689684 (-5)

1% less capital invested

Capital invested by funds: $6.38B → $6.32B (-$61.2M)

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

Holders
684
Holders Change
-5
Holders Change %
-0.73%
% of All Funds
10.86%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
60
Increased
238
Reduced
224
Closed
58
Calls
$5.5M
Puts
$1.06M
Net Calls
+$4.45M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
PGF
526
Plan Group Financial
Oklahoma
$245K +$256K +1,709 New
MLFP
527
MPS Loria Financial Planners
Illinois
$242K
JWA
528
JFS Wealth Advisors
Pennsylvania
$242K
GKIM
529
GW&K Investment Management
Massachusetts
$241K +$47.1K +314 +23%
TA
530
Tiedemann Advisors
New York
$241K +$300 +2 +0.1%
HBT
531
Hills Bank & Trust
Iowa
$238K
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
$236K -$5.7K -38 -2%
GWS
533
Glassman Wealth Services
Virginia
$233K +$142K +950 +141%
LSPW
534
Lake Street Private Wealth
Illinois
$233K +$21.4K +143 +10%
RWP
535
RWA Wealth Partners
Massachusetts
$232K +$2.55K +17 +1%
PTC
536
Private Trust Company
Ohio
$230K
OIA
537
OneDigital Investment Advisors
Kansas
$229K +$300 +2 +0.1%
BAM
538
Belpointe Asset Management
Nevada
$228K +$150 +1 +0.1%
SFWC
539
Strategic Family Wealth Counselors
New Jersey
$226K +$450 +3 +0.2%
CCWM
540
Cassaday & Co Wealth Management
Virginia
$225K
FWM
541
Fortress Wealth Management
California
$223K
CWM
542
ClientFirst Wealth Management
Arkansas
$223K +$36.1K +241 +18%
CIA
543
Capital Investment Advisors
Georgia
$223K
NSAM
544
North Star Asset Management
Wisconsin
$223K +$233K +1,553 New
CAM
545
Crestone Asset Management
Colorado
$222K
SWP
546
Strategic Wealth Partners
Ohio
$218K -$11.8K -79 -5%
LPAM
547
Lodestar Private Asset Management
California
$216K
LIG
548
Lokken Investment Group
Delaware
$215K +$2.7K +18 +1%
GFS
549
GYL Financial Synergies
Connecticut
$215K +$150 +1 +0.1%
BFO
550
Biltmore Family Office
North Carolina
$215K

VXF Hedge Fund Activity: Q3 2023 in Review

684 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q3 2023, worth a combined $6.32B — down 0.96% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VXF positions and 58 closed out — a net gain of 2 holders — while 238 added to existing stakes and 224 trimmed.

The largest buyer was Citigroup, adding an estimated $49.8M. The largest seller was Envestnet Asset Management, cutting an estimated $149M.

  • 684 institutional investors held Vanguard Extended Market ETF (VXF) as of Q3 2023, down from 689 in Q2 2023.
  • Funds reported $6.32B of Vanguard Extended Market ETF stock for Q3 2023, down 0.96% quarter-over-quarter.
  • 60 funds opened new Vanguard Extended Market ETF positions in Q3 2023 and 58 closed out, a net change of +2 holders.
  • The largest Vanguard Extended Market ETF buyer in Q3 2023 was Citigroup, an estimated $49.8M added.
  • The largest Vanguard Extended Market ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.