We are live on ! Find out more
VXF icon

Vanguard Extended Market ETF

346 hedge funds and large institutions have $3.02B invested in Vanguard Extended Market ETF in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 91 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 91

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

5.77% more ownership

Funds ownership: 45.04%50.81% (+5.8%)

4% more funds holding

Funds holding: 334346 (+12)

1% less capital invested

Capital invested by funds: $3.06B → $3.02B (-$38.6M)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
346
Holders Change
+12
Holders Change %
+3.59%
% of All Funds
7.71%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
65
Increased
129
Reduced
91
Closed
50
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
-$135K
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
51
Guidant Wealth Advisors
Illinois
$7.69M -$1.72M -15,722 -17%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$7.49M -$106K -971 -1%
RWM
53
Reston Wealth Management
Virginia
$7.48M +$8.21M +74,925 New
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$7.25M -$920K -8,393 -10%
BC
55
Brinker Capital
Pennsylvania
$6.81M +$3.33M +30,420 +80%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$6.62M +$4.71M +42,970 +184%
BTW
57
Boston Trust Walden
Massachusetts
$6.41M +$7.04M +64,218 New
BCWM
58
Bartlett & Co Wealth Management
Ohio
$6.17M -$103K -940 -1%
BC
59
Bartlett & Co
Ohio
$6.17M -$103K -940 -1%
ORI
60
Oak Ridge Investments
Illinois
$6.13M +$6.73M +61,427 New
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$6.06M
Goldman Sachs
62
Goldman Sachs
New York
$5.93M +$574K +5,233 +10%
William Blair & Company
63
William Blair & Company
Illinois
$5.89M -$200K -1,826 -3%
UCFA
64
United Capital Financial Advisors
Texas
$5.51M -$494K -4,507 -8%
CWM
65
Cabot Wealth Management
Massachusetts
$5.32M -$20.6K -188 -0.4%
HK
66
Horizon Kinetics
New York
$5.28M +$5.8M +52,921 New
TCM
67
TD Capital Management
Tennessee
$4.8M -$40.3K -368 -0.8%
GAM
68
Gould Asset Management
California
$4.74M -$61.9K -565 -1%
SFI
69
SPC Financial Inc
Maryland
$4.68M -$95.9K -875 -2%
Citigroup
70
Citigroup
New York
$4.65M -$1.81M -16,545 -26%
FNBOSM
71
First National Bank of South Miami
Florida
$4.64M +$4.57M +41,702 New
JP Morgan Chase
72
JP Morgan Chase
New York
$4.54M +$1.91M +17,418 +62%
Creative Planning
73
Creative Planning
Kansas
$4.45M -$9.21K -84 -0.2%
TCM
74
Twin Capital Management
Pennsylvania
$4.33M +$41.7K +380 +0.9%
WA
75
Wilshire Advisors
California
$4.33M +$41.7K +380 +0.9%

VXF Hedge Fund Activity: Q4 2018 in Review

346 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2018, worth a combined $3.02B — down 1.3% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VXF positions and 50 closed out — a net gain of 15 holders — while 129 added to existing stakes and 91 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $312M. The largest seller was FDx Advisors, exiting entirely with an estimated $26.7M sold.

  • 346 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2018, up from 334 in Q3 2018.
  • Funds reported $3.02B of Vanguard Extended Market ETF stock for Q4 2018, down 1.3% quarter-over-quarter.
  • 65 funds opened new Vanguard Extended Market ETF positions in Q4 2018 and 50 closed out, a net change of +15 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2018 was Bessemer Group, an estimated $312M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2018 was FDx Advisors, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2018.