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Vanguard Extended Market ETF

764 hedge funds and large institutions have $8.02B invested in Vanguard Extended Market ETF in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 253 increasing their positions, 236 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $773K

196% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 45

31% more funds holding in top 10

Funds holding in top 10: 3647 (+11)

27% more capital invested

Capital invested by funds: $6.32B → $8.02B (+$1.7B)

12% more funds holding

Funds holding: 684764 (+80)

4.85% more ownership

Funds ownership: 41.95%46.81% (+4.9%)

7% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 236

Holders
764
Holders Change
+80
Holders Change %
+11.7%
% of All Funds
11.14%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.69%
New
133
Increased
253
Reduced
236
Closed
45
Calls
$2.33M
Puts
$773K
Net Calls
+$1.56M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evercore Wealth Management
New York
$322K
MRCM
527
M&R Capital Management
New Jersey
$321K +$118K +802 +70%
SEIA
528
Signature Estate & Investment Advisors
California
$321K -$27.6K -188 -9%
BPWM
529
Badgley Phelps Wealth Managers
Washington
$320K
BWIA
530
Bryant Woods Investment Advisors
New York
$316K +$294 +2 +0.1%
TI
531
Truepoint Inc
Ohio
$315K -$62.5K -425 -18%
CAM
532
Cozad Asset Management
Illinois
$312K
JIC
533
Johnson Investment Counsel
Ohio
$310K +$277K +1,884 New
MIA
534
Milestone Investment Advisors
Wisconsin
$308K -$169K -1,153 -38%
CG
535
Caprock Group
Idaho
$307K
PWM
536
Perigon Wealth Management
California
$306K -$3.97K -27 -1%
BFC
537
Bedel Financial Consulting
Indiana
$305K +$273K +1,857 New
RSWM
538
Robertson Stephens Wealth Management
California
$304K -$30.3K -206 -10%
FCI
539
Financial Counselors Inc
Kansas
$304K
SWM
540
Shakespeare Wealth Management
Wisconsin
$304K
KFGK
541
Keystone Financial Group (Kentucky)
Kentucky
$304K -$21.8K -148 -7%
SAM
542
SP Asset Management
California
$303K -$20.7K -141 -7%
TFA
543
Teamwork Financial Advisors
Texas
$301K +$4.41K +30 +2%
SI
544
Saxon Interests
Texas
$300K +$268K +1,822 New
HWMA
545
Heritage Wealth Management (Arizona)
Arizona
$299K +$267K +1,818 New
CW
546
CreativeOne Wealth
Kansas
$295K +$264K +1,794 New
WSTAM
547
Wilbanks Smith & Thomas Asset Management
Virginia
$292K +$147 +1 +0.1%
IFS
548
Intelligent Financial Strategies
Minnesota
$288K +$1.91K +13 +0.7%
SFG
549
Seamount Financial Group
Colorado
$286K +$255K +1,736 New
LWANC
550
Laurel Wealth Advisors (North Carolina)
North Carolina
$284K -$10.3K -70 -4%