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Vanguard Extended Market ETF

145 hedge funds and large institutions have $1.16B invested in Vanguard Extended Market ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

14% more funds holding

Funds holding: 127145 (+18)

10% more capital invested

Capital invested by funds: $1.05B → $1.16B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3.56% less ownership

Funds ownership: 41.04%37.48% (-3.6%)

Holders
145
Holders Change
+18
Holders Change %
+14.17%
% of All Funds
4.21%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
31
Increased
52
Reduced
40
Closed
11
Calls
$455K
Puts
Net Calls
+$455K
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ICOA
101
Investment Centers of America
North Dakota
$328K -$38.9K -487 -10%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$307K +$296K +3,712 New
Truist Financial
103
Truist Financial
North Carolina
$299K
HighTower Advisors
104
HighTower Advisors
Illinois
$289K -$798 -10 -0.3%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$269K -$2.08M -26,092 -89%
NCM
106
Narwhal Capital Management
Georgia
$265K
NFG
107
Nadler Financial Group
Illinois
$252K +$243K +3,050 New
CIA
108
Capital Investment Advisors
Georgia
$251K +$242K +3,035 New
AAM
109
Aureus Asset Management
Massachusetts
$246K
CA
110
Cetera Advisors
Colorado
$243K +$235K +2,944 New
WRM
111
Westport Resources Management
Connecticut
$236K +$227K +2,850 New
KFS
112
KMS Financial Services
Washington
$235K +$226K +2,836 New
RC
113
Roundview Capital
New Jersey
$232K +$223K +2,800 New
BB
114
Busey Bank
Illinois
$227K
JIC
115
Johnson Investment Counsel
Ohio
$224K
ST
116
Smithfield Trust
Pennsylvania
$218K
IFB
117
iAB Financial Bank
Indiana
$207K -$23.9K -300 -11%
RIA
118
Regal Investment Advisors
Michigan
$183K +$177K +2,213 New
Invesco
119
Invesco
Georgia
$182K
MFS
120
MSI Financial Services
Massachusetts
$176K +$40.7K +510 +31%
CG
121
Colony Group
Massachusetts
$174K +$168K +2,106 New
1IC
122
1919 Investment Counsel
Maryland
$133K +$128K +1,600 New
PSI
123
Pinnacle Summer Investments
Virginia
$132K +$127K +1,593 New
WCM
124
Wealthcare Capital Management
Virginia
$130K
HCP
125
Holt Capital Partners
Texas
$117K +$112K +1,410 New

VXF Hedge Fund Activity: Q4 2013 in Review

145 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2013, worth a combined $1.16B — up 10% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VXF positions and 11 closed out — a net gain of 20 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was UBS, adding an estimated $50M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $50.8M.

  • 145 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2013, up from 127 in Q3 2013.
  • Funds reported $1.16B of Vanguard Extended Market ETF stock for Q4 2013, up 10% quarter-over-quarter.
  • 31 funds opened new Vanguard Extended Market ETF positions in Q4 2013 and 11 closed out, a net change of +20 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2013 was UBS, an estimated $50M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2013 was Manulife (Manufacturers Life Insurance), an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2013.