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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
OPAM
576
Ocean Park Asset Management
California
$253K +$226K +1,538 New
VCP
577
Vista Capital Partners
Oregon
$253K +$18.4K +125 +9%
T
578
TrueFG
Texas
$249K +$223K +1,516 New
UCFA
579
United Capital Financial Advisors
Texas
$248K -$584K -3,974 -72%
GFS
580
GYL Financial Synergies
Connecticut
$246K
BFO
581
Biltmore Family Office
North Carolina
$245K
FHA
582
Flagship Harbor Advisors
Massachusetts
$245K +$3.38K +23 +2%
PCP
583
Proficio Capital Partners
Massachusetts
$245K +$219K +1,489 New
AG
584
AlTi Global
New York
$244K +$219K +1,487 New
NCM
585
NCM Capital Management
New Jersey
$244K
LIG
586
Lokken Investment Group
Delaware
$244K -$2.65K -18 -1%
JWM
587
Janiczek Wealth Management
Colorado
$242K +$41.6K +283 +24%
SWP
588
Strategic Wealth Partners
Ohio
$242K -$7.05K -48 -3%
MA
589
MONECO Advisors
Connecticut
$242K +$216K +1,469 New
RIA
590
Realta Investment Advisors
Delaware
$241K +$31.7K +216 +17%
FWA
591
FSM Wealth Advisors
Ohio
$239K +$214K +1,453 New
QCM
592
Quantinno Capital Management
New York
$238K +$213K +1,447 New
ABC
593
Associated Banc-Corp
Wisconsin
$232K -$2.79K -19 -1%
AWM
594
Aspire Wealth Management
Massachusetts
$232K
WIA
595
World Investment Advisors
California
$231K +$207K +1,408 New
MWM
596
MorganRosel Wealth Management
Colorado
$229K +$205K +1,395 New
IF
597
Intrua Financial
Texas
$229K +$205K +1,394 New
LWA
598
Lantern Wealth Advisors
New York
$229K +$205K +1,392 New
PCS
599
Personal CFO Solutions
New Jersey
$228K +$204K +1,385 New
QCIG
600
Quad-Cities Investment Group
Iowa
$225K +$205K +1,394 New

VXF Hedge Fund Activity: Q4 2023 in Review

764 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2023, worth a combined $8.02B — up 27% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new VXF positions and 45 closed out — a net gain of 88 holders — while 253 added to existing stakes and 236 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $491M. The largest seller was Fifth Third Bancorp, cutting an estimated $70.6M.

  • 764 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2023, up from 684 in Q3 2023.
  • Funds reported $8.02B of Vanguard Extended Market ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 133 funds opened new Vanguard Extended Market ETF positions in Q4 2023 and 45 closed out, a net change of +88 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2023 was Morgan Stanley, an estimated $491M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2023 was Fifth Third Bancorp, an estimated $70.6M sold.

Based on aggregated 13F filings for Q4 2023.