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Vanguard Extended Market ETF

334 hedge funds and large institutions have $3.06B invested in Vanguard Extended Market ETF in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 95 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

24% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 95

6% more funds holding

Funds holding: 315334 (+19)

5% more capital invested

Capital invested by funds: $2.9B → $3.06B (+$159M)

1.02% less ownership

Funds ownership: 46.06%45.04% (-1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
334
Holders Change
+19
Holders Change %
+6.03%
% of All Funds
7.64%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.48%
New
38
Increased
118
Reduced
95
Closed
18
Calls
$454K
Puts
Net Calls
+$454K
Net Calls Change
+$536K
Name Holding Trade Value Shares
Change
Change in
Stake
AEPG
126
American Economic Planning Group
New Jersey
$1.5M -$11.6K -95 -0.8%
MFG
127
Merit Financial Group
Georgia
$1.47M +$21.9K +179 +2%
NA
128
NewEdge Advisors
Louisiana
$1.44M +$941K +7,698 +190%
RIA
129
Regal Investment Advisors
Michigan
$1.42M +$303K +2,475 +27%
RWA
130
River Wealth Advisors
Pennsylvania
$1.4M +$73.7K +603 +6%
SIAS
131
Shine Investment Advisory Services
Colorado
$1.36M +$10.5K +86 +0.8%
SGCA
132
Steel Grove Capital Advisors
Tennessee
$1.34M +$25.7K +210 +2%
CA
133
Continuum Advisory
Idaho
$1.31M -$33.6K -275 -2%
TF
134
TIAA FSB
Florida
$1.31M -$9.9K -81 -0.8%
PA
135
Pinnacle Associates
New York
$1.3M +$1.29M +10,585 New
PWMAG
136
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M +$1.29M +10,585 New
GA
137
GFS Advisors
Texas
$1.27M -$181K -1,482 -12%
RTS
138
Round Table Services
New Jersey
$1.25M -$55.4K -453 -4%
CPO
139
Cerity Partners OCIO
New York
$1.25M +$1.24M +10,159 New
ACM
140
AUA Capital Management
Pennsylvania
$1.24M
MC
141
Mathes Company
New York
$1.22M
LIM
142
Leavell Investment Management
Alabama
$1.21M -$8.56K -70 -0.7%
A
143
AdvicePeriod
California
$1.2M +$897K +7,339 +298%
WI
144
Wintrust Investments
Illinois
$1.18M -$102K -837 -8%
BRWA
145
B. Riley Wealth Advisors
Florida
$1.14M -$20.7K -169 -2%
FMC
146
First Merchants Corp
Indiana
$1.13M
FFG
147
Ford Financial Group
California
$1.13M -$2.76M -22,570 -71%
SWP
148
Strategic Wealth Partners
Ohio
$1.02M -$65.6K -537 -6%
WTC
149
WhitTier Trust Company
Nevada
$999K
Northern Trust
150
Northern Trust
Illinois
$943K -$50.7K -415 -5%

VXF Hedge Fund Activity: Q3 2018 in Review

334 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q3 2018, worth a combined $3.06B — up 5.5% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VXF positions and 18 closed out — a net gain of 20 holders — while 118 added to existing stakes and 95 trimmed.

The largest buyer was Advisor Group, adding an estimated $17.9M. The largest seller was Millennium Management, exiting entirely with an estimated $46.6M sold.

  • 334 institutional investors held Vanguard Extended Market ETF (VXF) as of Q3 2018, up from 315 in Q2 2018.
  • Funds reported $3.06B of Vanguard Extended Market ETF stock for Q3 2018, up 5.5% quarter-over-quarter.
  • 38 funds opened new Vanguard Extended Market ETF positions in Q3 2018 and 18 closed out, a net change of +20 holders.
  • The largest Vanguard Extended Market ETF buyer in Q3 2018 was Advisor Group, an estimated $17.9M added.
  • The largest Vanguard Extended Market ETF seller in Q3 2018 was Millennium Management, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2018.