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Vanguard Extended Market ETF

371 hedge funds and large institutions have $3.17B invested in Vanguard Extended Market ETF in 2019 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 107 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

7% more funds holding

Funds holding: 346371 (+25)

5% more capital invested

Capital invested by funds: $3.02B → $3.17B (+$152M)

6% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 114

3.49% less ownership

Funds ownership: 50.81%47.32% (-3.5%)

Holders
371
Holders Change
+25
Holders Change %
+7.23%
% of All Funds
8.03%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.5%
New
52
Increased
107
Reduced
114
Closed
25
Calls
$797K
Puts
Net Calls
+$797K
Net Calls Change
+$478K
Name Holding Trade Value Shares
Change
Change in
Stake
LW
51
Linscomb Wealth
Texas
$11.6M -$140K -1,249 -1%
Vanguard Group
52
Vanguard Group
Pennsylvania
$11.5M +$500K +4,458 +5%
WAM
53
Wealthspire Advisors (Maryland)
Maryland
$11.2M +$2.7M +24,039 +33%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$8.53M -$139K -1,237 -2%
KP
55
Keel Point
Alabama
$8.29M -$878K -7,821 -10%
William Blair & Company
56
William Blair & Company
Illinois
$7.88M +$1.04M +9,249 +16%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$7.65M -$3.7K -33 -0%
GWA
58
Guidant Wealth Advisors
Illinois
$7.63M -$1.23M -10,962 -14%
PCA
59
Personal Capital Advisors
California
$7.33M -$71.3M -634,989 -91%
BCWM
60
Bartlett & Co Wealth Management
Ohio
$7.14M -$22K -196 -0.3%
BC
61
Bartlett & Co
Ohio
$7.12M -$22K -196 -0.3%
VC
62
Vicus Capital
Pennsylvania
$6.78M +$1.83M +16,296 +38%
RWM
63
Reston Wealth Management
Virginia
$6.58M -$2.18M -19,425 -26%
JP Morgan Chase
64
JP Morgan Chase
New York
$6.47M +$1.18M +10,514 +23%
CWM
65
Cabot Wealth Management
Massachusetts
$6.27M +$109K +971 +2%
TCM
66
TD Capital Management
Tennessee
$5.82M +$268K +2,388 +5%
Stifel Financial
67
Stifel Financial
Missouri
$5.8M +$2.67M +23,760 +90%
A
68
AdvicePeriod
California
$5.69M +$1.55M +13,787 +39%
SFI
69
SPC Financial Inc
Maryland
$5.53M +$112K +996 +2%
GAM
70
Gould Asset Management
California
$5.5M +$20.8K +185 +0.4%
BC
71
Brio Consultants
California
$5.48M +$594K +5,294 +13%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$5.21M +$364K +3,241 +8%
UCFA
73
United Capital Financial Advisors
Texas
$5.16M -$1.17M -10,446 -19%
NFC
74
Northeast Financial Consultants
Connecticut
$5.12M +$4.46M +39,770 New
Creative Planning
75
Creative Planning
Kansas
$5.1M -$47.6K -424 -1%

VXF Hedge Fund Activity: Q1 2019 in Review

371 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2019, worth a combined $3.17B — up 5% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VXF positions and 25 closed out — a net gain of 27 holders — while 107 added to existing stakes and 114 trimmed.

The largest buyer was Barclays, opening a new position worth an estimated $29.6M. The largest seller was Bessemer Group, cutting an estimated $273M.

  • 371 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2019, up from 346 in Q4 2018.
  • Funds reported $3.17B of Vanguard Extended Market ETF stock for Q1 2019, up 5% quarter-over-quarter.
  • 52 funds opened new Vanguard Extended Market ETF positions in Q1 2019 and 25 closed out, a net change of +27 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2019 was Barclays, an estimated $29.6M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2019 was Bessemer Group, an estimated $273M sold.

Based on aggregated 13F filings for Q1 2019.