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Vanguard Extended Market ETF
VXF

206 hedge funds and large institutions have $1.77B invested in Vanguard Extended Market ETF in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 94 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

77% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 53

25% more capital invested

Capital invested by funds: $1.42B → $1.77B (+$352M)

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

5.73% more ownership

Funds ownership: 36.6% → 42.33% (+5.7%)

3% more funds holding

Funds holding: 200 → 206 (+6)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
5.4%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
24
Increased
94
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$20.3M
2
W
Wealthfront
California
+$18.4M
3
CCM
Coldstream Capital Management
Washington
+$11.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.06M

Top Sellers

1
JG
Jefferies Group
New York
-$32.7M
2
Wells Fargo
Wells Fargo
California
-$15.3M
3
Barclays
Barclays
United Kingdom
-$14.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.94M
5
FHB
First Hawaiian Bank
Hawaii
-$7.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
76
Boston Family Office
Massachusetts
$1.74M -$16.8K -197 -0.9%
GA
77
GFS Advisors
Texas
$1.72M -$117K -1,372 -6%
TG
78
Threshold Group
Washington
$1.65M +$1.68M +19,664 New
PAG
79
Private Advisor Group
New Jersey
$1.56M +$279K +3,258 +21%
VA
80
Valmark Advisers
Ohio
$1.54M +$186K +2,172 +13%
CT
81
Coastline Trust
Rhode Island
$1.52M +$712K +8,330 +85%
CAN
82
Cetera Advisor Networks
California
$1.5M +$375K +4,381 +33%
NEIRG
83
New England Investment & Retirement Group
Massachusetts
$1.42M +$41K +480 +3%
Goldman Sachs
84
Goldman Sachs
New York
$1.4M +$691K +8,085 +94%
SBIA
85
Sheaff Brock Investment Advisors
Indiana
$1.32M +$1.35M +15,768 New
JP Morgan Chase
86
JP Morgan Chase
New York
$1.31M -$14.5K -170 -1%
Fiera Capital (Canada)
87
Fiera Capital (Canada)
Quebec, Canada
$1.28M +$1.3M +15,230 New
LPC
88
Loeb Partners Corp
New York
$1.25M – – –
Creative Planning
89
Creative Planning
Kansas
$1.21M +$26.7K +312 +2%
OC
90
Oppenheimer & Co
New York
$1.15M +$185K +2,166 +19%
AEPG
91
American Economic Planning Group
New Jersey
$1.15M +$49.4K +578 +4%
CA
92
Cetera Advisors
Colorado
$1.1M +$85.9K +1,004 +8%
GC
93
GW Capital
Washington
$1.09M +$323K +3,774 +41%
IH
94
IFC Holdings
Florida
$1.08M +$76.1K +890 +7%
AFWA
95
Ancora Family Wealth Advisors
Ohio
$1.01M -$18K -211 -2%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$990K +$373K +4,365 +59%
PFM
97
Phillips Financial Management
Indiana
$979K +$428 +5 +0%
BOTW
98
Bank of the West
California
$974K +$32.2K +377 +3%
KCM
99
Karp Capital Management
California
$939K +$218K +2,550 +29%
FAAS
100
First Allied Advisory Services
California
$932K +$78.2K +914 +9%
2 3
4
5 6

VXF Hedge Fund Activity: Q4 2015 in Review

206 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2015, worth a combined $1.77B — up 25% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VXF positions and 13 closed out — a net gain of 11 holders — while 94 added to existing stakes and 53 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.3M. The largest seller was Jefferies Group, exiting entirely with an estimated $32.7M sold.

  • 206 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2015, up from 200 in Q3 2015.
  • Funds reported $1.77B of Vanguard Extended Market ETF stock for Q4 2015, up 25% quarter-over-quarter.
  • 24 funds opened new Vanguard Extended Market ETF positions in Q4 2015 and 13 closed out, a net change of +11 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2015 was LPL Financial, an estimated $20.3M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2015 was Jefferies Group, an estimated $32.7M sold.

Based on aggregated 13F filings for Q4 2015.