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Vanguard Extended Market ETF

436 hedge funds and large institutions have $4.03B invested in Vanguard Extended Market ETF in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 113 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $949K | Put options by funds: $296K

103% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 39

43% more capital invested

Capital invested by funds: $2.81B → $4.03B (+$1.22B)

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

10% more funds holding

Funds holding: 397436 (+39)

0.69% more ownership

Funds ownership: 45.41%46.09% (+0.69%)

24% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 148

Holders
436
Holders Change
+39
Holders Change %
+9.82%
% of All Funds
8.94%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.64%
New
79
Increased
113
Reduced
148
Closed
39
Calls
$949K
Puts
$296K
Net Calls
+$653K
Net Calls Change
+$399K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
SOL Capital Management
Maryland
$4.31M -$134K -1,253 -3%
NSIM
102
North Star Investment Management
Illinois
$4.16M -$287K -2,670 -7%
CPO
103
Cerity Partners OCIO
New York
$4.04M -$84.6K -788 -2%
JMPWA
104
JP Morgan Private Wealth Advisors
California
$3.94M -$1.06M -9,852 -23%
JP Morgan Chase
105
JP Morgan Chase
New York
$3.88M -$1.76M -16,421 -33%
RGIA
106
Rainier Group Investment Advisory
Washington
$3.87M +$3.51M +32,656 New
WAS
107
Wealth Advisory Solutions
Indiana
$3.62M +$429 +4 +0%
PCA
108
Personal Capital Advisors
California
$3.6M -$395K -3,680 -11%
RIL
109
Rothschild Investment LLC
Illinois
$3.49M +$436K +4,060 +16%
SNB
110
Security National Bank
Nebraska
$3.48M -$67.1K -625 -2%
FFA
111
Fragasso Financial Advisors
Pennsylvania
$3.38M -$123K -1,144 -4%
SIM
112
Stratos Investment Management
Ohio
$3.38M +$300K +2,795 +11%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$3.31M -$1.24M -11,542 -29%
NP
114
NorthRock Partners
Minnesota
$3.28M -$1M -9,322 -25%
SS
115
Simplicity Solutions
Minnesota
$3.27M +$2.47M +22,980 +496%
TFCP
116
Twin Focus Capital Partners
Massachusetts
$3.06M -$114K -1,058 -4%
CCM
117
Chilton Capital Management
Texas
$3.02M -$204K -1,901 -7%
BC
118
Brinker Capital
Pennsylvania
$3.01M -$1.37M -12,723 -33%
EWG
119
Executive Wealth Group
Washington
$2.92M
OC
120
Oppenheimer & Co
New York
$2.84M +$420K +3,912 +20%
SFP
121
Strategic Financial Planning
Texas
$2.79M -$38.1K -355 -1%
SBH
122
Segall Bryant & Hamill
Illinois
$2.76M +$9.66K +90 +0.4%
WI
123
Wintrust Investments
Illinois
$2.73M +$1.11M +10,299 +81%
BEAM
124
Baker Ellis Asset Management
Washington
$2.64M -$5.37K -50 -0.2%
AI
125
Atria Investments
North Carolina
$2.6M +$2.35M +21,929 New

VXF Hedge Fund Activity: Q2 2020 in Review

436 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q2 2020, worth a combined $4.03B — up 43% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VXF positions and 39 closed out — a net gain of 40 holders — while 113 added to existing stakes and 148 trimmed.

The largest buyer was SigFig Wealth Management, adding an estimated $103M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $16.6M.

  • 436 institutional investors held Vanguard Extended Market ETF (VXF) as of Q2 2020, up from 397 in Q1 2020.
  • Funds reported $4.03B of Vanguard Extended Market ETF stock for Q2 2020, up 43% quarter-over-quarter.
  • 79 funds opened new Vanguard Extended Market ETF positions in Q2 2020 and 39 closed out, a net change of +40 holders.
  • The largest Vanguard Extended Market ETF buyer in Q2 2020 was SigFig Wealth Management, an estimated $103M added.
  • The largest Vanguard Extended Market ETF seller in Q2 2020 was Wealthspire Advisors (New York), an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2020.