We are live on ! Find out more
VXF icon

Vanguard Extended Market ETF

256 hedge funds and large institutions have $2.17B invested in Vanguard Extended Market ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

150% more call options, than puts

Call options by funds: $848K | Put options by funds: $339K

59% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 69

22% more capital invested

Capital invested by funds: $1.77B → $2.17B (+$392M)

9% more funds holding

Funds holding: 235256 (+21)

4.44% more ownership

Funds ownership: 40.35%44.79% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
256
Holders Change
+21
Holders Change %
+8.94%
% of All Funds
6.37%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
33
Increased
110
Reduced
69
Closed
11
Calls
$848K
Puts
$339K
Net Calls
+$509K
Net Calls Change
+$644K
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
126
Luther King Capital Management (LKCM)
Texas
$1.11M +$87.4K +883 +9%
TCT
127
TIAA CREF Trust
Missouri
$1.1M -$68.3K -690 -6%
BRWA
128
B. Riley Wealth Advisors
Florida
$1.09M +$86.9K +878 +9%
FHC
129
First Heartland Consultants
Missouri
$1.05M -$510K -5,154 -33%
DADC
130
D.A. Davidson & Co
Montana
$1.03M -$445K -4,496 -30%
LIM
131
Leavell Investment Management
Alabama
$1.03M -$15.5K -157 -1%
LCOV
132
London Company of Virginia
Virginia
$1.01M -$918K -9,271 -48%
PFM
133
Phillips Financial Management
Indiana
$979K -$142K -1,437 -13%
KBFS
134
Kohmann Bosshard Financial Services
Ohio
$973K
SIA
135
Starfire Investment Advisers
Michigan
$961K
ICOA
136
Investment Centers of America
North Dakota
$943K +$5.05K +51 +0.5%
BOTW
137
Bank of the West
California
$922K -$18.9K -191 -2%
CA
138
Continuum Advisory
Idaho
$912K +$903K +9,127 New
Fiera Capital (Canada)
139
Fiera Capital (Canada)
Quebec, Canada
$911K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$874K +$140K +1,410 +19%
HCM
141
Howland Capital Management
Massachusetts
$860K +$11.1K +112 +1%
SWPG
142
Strategic Wealth Partners Group
Illinois
$858K -$52.8K -533 -6%
CFA
143
Cahill Financial Advisors
Minnesota
$799K +$411K +4,153 +108%
WTB
144
Washington Trust Bank
Washington
$795K -$6.83K -69 -0.9%
WIC
145
Woodmont Investment Counsel
Tennessee
$789K
CBU
146
CIBC Bank USA
Illinois
$770K -$128K -1,297 -14%
ORI
147
Oak Ridge Investments
Illinois
$762K +$756K +7,635 New
Northern Trust
148
Northern Trust
Illinois
$757K -$3.4M -34,379 -82%
RC
149
Roundview Capital
New Jersey
$746K +$93.6K +946 +14%
PP
150
PagnatoKarp Partners
Virginia
$737K -$84.8K -857 -10%

VXF Hedge Fund Activity: Q1 2017 in Review

256 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2017, worth a combined $2.17B — up 22% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VXF positions and 11 closed out — a net gain of 22 holders — while 110 added to existing stakes and 69 trimmed.

The largest buyer was Citigroup, adding an estimated $119M. The largest seller was Stratos Wealth Partners, cutting an estimated $15.3M.

  • 256 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2017, up from 235 in Q4 2016.
  • Funds reported $2.17B of Vanguard Extended Market ETF stock for Q1 2017, up 22% quarter-over-quarter.
  • 33 funds opened new Vanguard Extended Market ETF positions in Q1 2017 and 11 closed out, a net change of +22 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2017 was Citigroup, an estimated $119M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2017 was Stratos Wealth Partners, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2017.