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Vanguard Extended Market ETF

307 hedge funds and large institutions have $2.66B invested in Vanguard Extended Market ETF in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 113 increasing their positions, 90 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 90

6% more capital invested

Capital invested by funds: $2.51B → $2.66B (+$145M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1.91% more ownership

Funds ownership: 44.04%45.95% (+1.9%)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

2% less funds holding

Funds holding: 312307 (-5)

Holders
307
Holders Change
-5
Holders Change %
-1.6%
% of All Funds
7.04%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
30
Increased
113
Reduced
90
Closed
32
Calls
$513K
Puts
Net Calls
+$513K
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$4.97M +$796K +7,010 +19%
TCM
77
Twin Capital Management
Pennsylvania
$4.86M -$54.5K -480 -1%
WA
78
Wilshire Advisors
California
$4.86M -$54.5K -480 -1%
CF
79
Centaurus Financial
California
$4.62M +$130K +1,143 +3%
VC
80
Vicus Capital
Pennsylvania
$4.58M -$189K -1,663 -4%
PP
81
PagnatoKarp Partners
Virginia
$4.53M -$223K -1,962 -33%
BTS
82
BB&T Securities
Virginia
$4.3M +$572K +5,041 +15%
TFCP
83
Twin Focus Capital Partners
Massachusetts
$4.14M -$120K -1,061 -3%
NSIM
84
North Star Investment Management
Illinois
$4.1M +$79.1K +697 +2%
CCM
85
Chilton Capital Management
Texas
$4.07M -$88.5K -779 -2%
KTC
86
Kistler-Tiffany Companies
Pennsylvania
$3.76M -$72K -634 -2%
SCM
87
SOL Capital Management
Maryland
$3.76M +$2.73K +24 +0.1%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$3.74M -$457K -4,025 -11%
CT
89
Coastline Trust
Rhode Island
$3.65M +$88K +775 +2%
FFG
90
Ford Financial Group
California
$3.5M +$136K +1,199 +4%
TA
91
Tiedemann Advisors
New York
$3.5M +$3.57M +31,410 New
BC
92
Brinker Capital
Pennsylvania
$3.27M +$413K +3,636 +14%
BSW
93
Buckingham Strategic Wealth
Missouri
$3.25M -$27.4K -241 -0.8%
BP
94
Ballentine Partners
Massachusetts
$3.08M -$555K -4,891 -15%
FWIA
95
Fort Washington Investment Advisors
Ohio
$3.08M +$1.68M +14,830 +116%
VA
96
Valmark Advisers
Ohio
$3.03M +$193K +1,703 +7%
BOH
97
Bank of Hawaii
Hawaii
$3M
EWG
98
Executive Wealth Group
Washington
$2.97M +$107K +940 +4%
JP Morgan Chase
99
JP Morgan Chase
New York
$2.87M +$591K +5,203 +25%
CFA
100
Carroll Financial Associates
North Carolina
$2.74M +$76.9K +677 +3%

VXF Hedge Fund Activity: Q1 2018 in Review

307 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2018, worth a combined $2.66B — up 5.8% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of VXF and 30 opened new positions — a net loss of 2 holders — while 90 trimmed existing stakes and 113 added.

The largest buyer was Wealthfront, adding an estimated $44.4M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $7.45M sold.

  • 307 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2018, down from 312 in Q4 2017.
  • Funds reported $2.66B of Vanguard Extended Market ETF stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 30 funds opened new Vanguard Extended Market ETF positions in Q1 2018 and 32 closed out, a net change of -2 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2018 was Wealthfront, an estimated $44.4M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2018 was Kayne Anderson Rudnick Investment Management, an estimated $7.45M sold.

Based on aggregated 13F filings for Q1 2018.