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
VC
76
Vicus Capital
Pennsylvania
$4.23M +$265K +2,416 +6%
BC
77
Brio Consultants
California
$4.21M +$4.62M +42,133 New
JMPWA
78
JP Morgan Private Wealth Advisors
California
$4.18M +$913K +8,329 +25%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$4.14M -$589K -5,377 -11%
FFA
80
Fragasso Financial Advisors
Pennsylvania
$4.12M -$90.4K -825 -2%
SCM
81
Smith Capital Management
Arkansas
$4.08M +$4.48M +40,903 New
MIAN
82
Mariner Independent Advisor Network
Kansas
$4.07M +$4.19M +38,234 New
BTS
83
BB&T Securities
Virginia
$3.92M +$106K +968 +3%
RP
84
Riverbridge Partners
Minnesota
$3.84M +$3.66M +33,395 +659%
NSIM
85
North Star Investment Management
Illinois
$3.81M +$144K +1,315 +4%
FHB
86
First Hawaiian Bank
Hawaii
$3.74M -$398K -3,634 -9%
DADC
87
D.A. Davidson & Co
Montana
$3.73M +$152K +1,385 +4%
Deutsche Bank
88
Deutsche Bank
Germany
$3.71M +$2.05M +18,715 +101%
MML Investors Services
89
MML Investors Services
Massachusetts
$3.62M +$842K +7,681 +27%
RCS
90
Retirement Capital Strategies
California
$3.58M +$3.16M +28,791 +405%
CT
91
Coastline Trust
Rhode Island
$3.58M +$144K +1,310 +4%
A
92
AdvicePeriod
California
$3.55M +$2.82M +25,730 +263%
CCM
93
Chilton Capital Management
Texas
$3.46M -$108K -985 -3%
TFCP
94
Twin Focus Capital Partners
Massachusetts
$3.45M +$68.6K +626 +2%
VA
95
Valmark Advisers
Ohio
$3.44M +$582K +5,307 +18%
AI
96
Atria Investments
North Carolina
$3.42M -$690K -6,298 -16%
SCM
97
SOL Capital Management
Maryland
$3.4M +$98.7K +900 +3%
SNB
98
Security National Bank
Nebraska
$3.32M +$3.65M +33,282 New
KTC
99
Kistler-Tiffany Companies
Pennsylvania
$3.16M +$310K +2,827 +10%
CFA
100
Carroll Financial Associates
North Carolina
$3.01M +$637K +5,810 +25%

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.