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Vanguard Extended Market ETF

585 hedge funds and large institutions have $6.82B invested in Vanguard Extended Market ETF in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 220 increasing their positions, 163 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 30

87% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.17M

35% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 163

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more funds holding

Funds holding: 535585 (+50)

5% more capital invested

Capital invested by funds: $6.49B → $6.82B (+$331M)

3.28% less ownership

Funds ownership: 47.1%43.82% (-3.3%)

Holders
585
Holders Change
+50
Holders Change %
+9.35%
% of All Funds
10.27%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
84
Increased
220
Reduced
163
Closed
30
Calls
$2.18M
Puts
$1.17M
Net Calls
+$1.01M
Net Calls Change
+$662K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Merriman Wealth Management
Washington
$7.9M -$135K -760 -2%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$7.86M +$940K +5,292 +14%
PMFA
103
Plante Moran Financial Advisors
Michigan
$7.77M +$4.12M +23,171 +112%
BFA
104
Beaumont Financial Advisors
Massachusetts
$7.51M -$1.18M -6,661 -14%
UWM
105
USAdvisors Wealth Management
Minnesota
$7.31M +$7.34M +41,337 New
CPO
106
Cerity Partners OCIO
New York
$7.23M -$466K -2,623 -6%
MA
107
Mutual Advisors
Nebraska
$7.19M -$1.34M -7,541 -16%
SCM
108
SOL Capital Management
Maryland
$7.06M +$362K +2,035 +5%
RIL
109
Rothschild Investment LLC
Illinois
$6.9M +$571K +3,215 +9%
CAG
110
Curtis Advisory Group
California
$6.84M -$39.3K -221 -0.6%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$6.77M -$19K -107 -0.3%
OFG
112
Oxford Financial Group
Indiana
$6.67M -$50.8K -286 -0.8%
DADC
113
D.A. Davidson & Co
Montana
$6.6M -$1.84M -10,385 -22%
GAM
114
Gould Asset Management
California
$6.41M -$223K -1,255 -3%
PPA
115
Parametric Portfolio Associates
Washington
$6.38M +$908K +5,113 +17%
UCFA
116
United Capital Financial Advisors
Texas
$6.35M -$161K -906 -2%
NSIM
117
North Star Investment Management
Illinois
$6.35M -$62.2K -350 -1%
Stifel Financial
118
Stifel Financial
Missouri
$6.21M +$4.31M +24,248 +224%
RWA
119
River Wealth Advisors
Pennsylvania
$6.09M +$338K +1,905 +6%
AI
120
Atria Investments
North Carolina
$6.05M +$1.68M +9,441 +38%
FNBOSM
121
First National Bank of South Miami
Florida
$6.05M -$12.6K -71 -0.2%
Bessemer Group
122
Bessemer Group
New Jersey
$5.92M -$1.94M -10,935 -25%
Jane Street
123
Jane Street
New York
$5.87M +$2.01M +11,337 +52%
TFCP
124
Twin Focus Capital Partners
Massachusetts
$5.63M +$672K +3,781 +13%
SIM
125
Stratos Investment Management
Ohio
$5.49M +$322K +1,812 +6%

VXF Hedge Fund Activity: Q1 2021 in Review

585 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2021, worth a combined $6.82B — up 5.1% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VXF positions and 30 closed out — a net gain of 54 holders — while 220 added to existing stakes and 163 trimmed.

The largest buyer was CWS Financial Advisors, adding an estimated $36.1M. The largest seller was Goldman Sachs, cutting an estimated $195M.

  • 585 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2021, up from 535 in Q4 2020.
  • Funds reported $6.82B of Vanguard Extended Market ETF stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 84 funds opened new Vanguard Extended Market ETF positions in Q1 2021 and 30 closed out, a net change of +54 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2021 was CWS Financial Advisors, an estimated $36.1M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2021 was Goldman Sachs, an estimated $195M sold.

Based on aggregated 13F filings for Q1 2021.