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Vanguard Extended Market ETF
VXF

346 hedge funds and large institutions have $3.02B invested in Vanguard Extended Market ETF in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 91 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 91

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

5.77% more ownership

Funds ownership: 45.04% → 50.81% (+5.8%)

4% more funds holding

Funds holding: 334 → 346 (+12)

1% less capital invested

Capital invested by funds: $3.06B → $3.02B (-$38.6M)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

Holders
346
Holders Change
+12
Holders Change %
+3.59%
% of All Funds
7.71%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
65
Increased
129
Reduced
91
Closed
50
Calls
$319K
Puts
–
Net Calls
+$319K
Net Calls Change
-$135K

Top Buyers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
+$312M
2
PCA
Personal Capital Advisors
California
+$76.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.3M
4
Bank of America
Bank of America
North Carolina
+$20.9M
5
AG
Advisor Group
Arizona
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
-$26.7M
2
IA
IFP Advisors
Florida
-$9.98M
3
MWM
Merriman Wealth Management
Washington
-$9.86M
4
CG
Colony Group
Massachusetts
-$6.32M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
126
Boston Family Office
Massachusetts
$1.71M -$478K -4,364 -20%
FWIA
127
Fort Washington Investment Advisors
Ohio
$1.69M – – –
BSWM
128
Boston Standard Wealth Management
Massachusetts
$1.65M +$22.4K +204 +1%
Luther King Capital Management (LKCM)
129
Luther King Capital Management (LKCM)
Texas
$1.59M – – –
TCM
130
Telos Capital Management
California
$1.58M +$105K +962 +6%
AI
131
Accredited Investors
Minnesota
$1.56M +$1.72M +15,648 New
PFC
132
Personal Financial Consultants
California
$1.53M +$19.7K +180 +1%
MFG
133
Merit Financial Group
Georgia
$1.52M +$356K +3,248 +27%
ATC
134
Argent Trust Co
Tennessee
$1.51M -$574K -5,241 -26%
GLA
135
Great Lakes Advisors
Illinois
$1.5M +$166K +1,512 +11%
CFGS
136
Concourse Financial Group Securities
Alabama
$1.49M +$1.38M +12,598 +533%
Cerity Partners
137
Cerity Partners
New York
$1.49M – – –
LSAG
138
Lake Street Advisors Group
New Hampshire
$1.47M – – –
Jones Financial Companies
139
Jones Financial Companies
Missouri
$1.43M +$777K +7,089 +96%
RWA
140
River Wealth Advisors
Pennsylvania
$1.42M +$311K +2,840 +25%
LRIA
141
Leonard Rickey Investment Advisors
Washington
$1.39M +$1.52M +13,908 New
CFC
142
Coyle Financial Counsel
Illinois
$1.35M +$83K +757 +6%
CAN
143
Cetera Advisor Networks
California
$1.34M +$89.2K +814 +6%
WAM
144
World Asset Management
Michigan
$1.33M +$1.46M +13,282 New
BOTW
145
Bank of the West
California
$1.32M +$19.4K +177 +1%
PA
146
Pinnacle Associates
New York
$1.31M +$279K +2,545 +24%
KBFS
147
Kohmann Bosshard Financial Services
Ohio
$1.29M -$68.5K -625 -5%
AEPG
148
American Economic Planning Group
New Jersey
$1.27M +$58.1K +530 +4%
Boston Partners
149
Boston Partners
Massachusetts
$1.22M +$1.34M +12,194 New
RIA
150
Regal Investment Advisors
Michigan
$1.19M +$34.1K +311 +3%
4 5
6
7 8

VXF Hedge Fund Activity: Q4 2018 in Review

346 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2018, worth a combined $3.02B — down 1.3% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VXF positions and 50 closed out — a net gain of 15 holders — while 129 added to existing stakes and 91 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $312M. The largest seller was FDx Advisors, exiting entirely with an estimated $26.7M sold.

  • 346 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2018, up from 334 in Q3 2018.
  • Funds reported $3.02B of Vanguard Extended Market ETF stock for Q4 2018, down 1.3% quarter-over-quarter.
  • 65 funds opened new Vanguard Extended Market ETF positions in Q4 2018 and 50 closed out, a net change of +15 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2018 was Bessemer Group, an estimated $312M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2018 was FDx Advisors, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2018.