We are live on ! Find out more
VXF icon

Vanguard Extended Market ETF

585 hedge funds and large institutions have $6.82B invested in Vanguard Extended Market ETF in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 220 increasing their positions, 163 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 30

87% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.17M

35% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 163

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more funds holding

Funds holding: 535585 (+50)

5% more capital invested

Capital invested by funds: $6.49B → $6.82B (+$331M)

3.28% less ownership

Funds ownership: 47.1%43.82% (-3.3%)

Holders
585
Holders Change
+50
Holders Change %
+9.35%
% of All Funds
10.27%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
84
Increased
220
Reduced
163
Closed
30
Calls
$2.18M
Puts
$1.17M
Net Calls
+$1.01M
Net Calls Change
+$662K
Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
51
Beacon Harbor Wealth Advisors
Virginia
$24.9M +$147K +826 +0.6%
Creative Planning
52
Creative Planning
Kansas
$24.8M +$1.72M +9,673 +7%
BPA
53
Beacon Pointe Advisors
California
$20.6M +$1.5M +8,467 +8%
FA
54
FC Advisory
Pennsylvania
$20M -$1.26M -7,115 -6%
FCM
55
Firestone Capital Management
Florida
$19.6M +$167K +941 +0.9%
MML Investors Services
56
MML Investors Services
Massachusetts
$19.5M +$1.08M +6,055 +6%
NEPWA
57
New England Private Wealth Advisors
Massachusetts
$19.1M +$311K +1,749 +2%
FFA
58
Freedman Financial Associates
Massachusetts
$18.8M +$615K +3,462 +3%
SB
59
Sunflower Bank
Texas
$17.9M +$11K +62 +0.1%
TPCW
60
TD Private Client Wealth
New York
$17.5M -$402K -2,264 -2%
BlackRock
61
BlackRock
New York
$16.6M +$598K +3,369 +4%
PCFFS
62
Pacific Center for Financial Services
California
$16.3M +$404K +2,273 +3%
LW
63
Linscomb Wealth
Texas
$16.2M -$24.2K -136 -0.1%
SWM
64
Soundmark Wealth Management
Washington
$15.6M +$722K +4,062 +5%
VA
65
Valmark Advisers
Ohio
$15.6M +$1.61M +9,067 +11%
SL
66
Systelligence LLC
Minnesota
$14.6M -$16.2M -91,370 -53%
DSN
67
D. Scott Neal
Kentucky
$14.5M +$14.5M +81,768 New
EWP
68
Engrave Wealth Partners
Texas
$14.4M +$14.5M +81,606 New
KP
69
Keel Point
Alabama
$14.2M -$4.6M -25,921 -24%
FG
70
Fiduciary Group
Georgia
$13.8M -$490K -2,757 -4%
JP Morgan Chase
71
JP Morgan Chase
New York
$13.6M -$133M -750,923 -91%
KAS
72
Kestra Advisory Services
Texas
$12.7M +$2.43M +13,687 +23%
SWM
73
Segment Wealth Management
Texas
$12.7M +$192K +1,083 +2%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$12.5M +$1.3M +7,323 +12%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M +$2.04M +11,507 +21%

VXF Hedge Fund Activity: Q1 2021 in Review

585 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2021, worth a combined $6.82B — up 5.1% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VXF positions and 30 closed out — a net gain of 54 holders — while 220 added to existing stakes and 163 trimmed.

The largest buyer was CWS Financial Advisors, adding an estimated $36.1M. The largest seller was Goldman Sachs, cutting an estimated $195M.

  • 585 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2021, up from 535 in Q4 2020.
  • Funds reported $6.82B of Vanguard Extended Market ETF stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 84 funds opened new Vanguard Extended Market ETF positions in Q1 2021 and 30 closed out, a net change of +54 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2021 was CWS Financial Advisors, an estimated $36.1M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2021 was Goldman Sachs, an estimated $195M sold.

Based on aggregated 13F filings for Q1 2021.