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Vanguard Extended Market ETF
VXF

206 hedge funds and large institutions have $1.77B invested in Vanguard Extended Market ETF in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 94 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

77% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 53

25% more capital invested

Capital invested by funds: $1.42B → $1.77B (+$352M)

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

5.73% more ownership

Funds ownership: 36.6% → 42.33% (+5.7%)

3% more funds holding

Funds holding: 200 → 206 (+6)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
5.4%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
24
Increased
94
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$20.3M
2
W
Wealthfront
California
+$18.4M
3
CCM
Coldstream Capital Management
Washington
+$11.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.06M

Top Sellers

1
JG
Jefferies Group
New York
-$32.7M
2
Wells Fargo
Wells Fargo
California
-$15.3M
3
Barclays
Barclays
United Kingdom
-$14.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.94M
5
FHB
First Hawaiian Bank
Hawaii
-$7.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
151
Chemung Canal Trust
New York
$310K +$316K +3,700 New
IA
152
IFP Advisors
Florida
$303K +$309K +3,614 New
TYCC
153
Texas Yale Capital Corp
Florida
$293K – – –
ALA
154
Atherton Lane Advisers
California
$276K – – –
KA
155
Klingman & Associates
New York
$272K – – –
BTS
156
BB&T Securities
Virginia
$269K +$275K +3,213 New
NIC
157
Northwest Investment Counselors
Oregon
$266K – – –
AAM
158
Aureus Asset Management
Massachusetts
$259K +$1.2K +14 +0.5%
ACM
159
Argentus Capital Management
Texas
$254K -$50.5K -591 -16%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$236K -$80.4K -940 -25%
M&T Bank
161
M&T Bank
New York
$236K +$22K +257 +10%
SB
162
Suntrust Banks
Georgia
$234K +$239K +2,797 New
BB
163
Busey Bank
Illinois
$230K – – –
JIC
164
Johnson Investment Counsel
Ohio
$227K – – –
CIA
165
Capital Investment Advisors
Georgia
$216K +$221K +2,579 New
MWM
166
Mission Wealth Management
California
$201K -$64.1K -750 -24%
ST
167
Smithfield Trust
Pennsylvania
$193K -$8.81K -103 -4%
NFG
168
Next Financial Group
Texas
$183K +$75.9K +888 +68%
CCS
169
Crosspoint Capital Strategies
California
$172K +$168K +1,962 New
JWA
170
JFS Wealth Advisors
Pennsylvania
$162K +$166K +1,938 New
PMFA
171
Plante Moran Financial Advisors
Michigan
$147K +$150K +1,755 New
CG
172
Colony Group
Massachusetts
$144K +$38.3K +448 +35%
WCM
173
Wealthcare Capital Management
Virginia
$134K -$25.9K -303 -16%
AC
174
Alexandria Capital
Virginia
$119K +$2.91K +34 +2%
MWP
175
MYCIO Wealth Partners
Pennsylvania
$107K +$513 +6 +0.5%
5 6
7
8 9

VXF Hedge Fund Activity: Q4 2015 in Review

206 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2015, worth a combined $1.77B — up 25% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VXF positions and 13 closed out — a net gain of 11 holders — while 94 added to existing stakes and 53 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.3M. The largest seller was Jefferies Group, exiting entirely with an estimated $32.7M sold.

  • 206 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2015, up from 200 in Q3 2015.
  • Funds reported $1.77B of Vanguard Extended Market ETF stock for Q4 2015, up 25% quarter-over-quarter.
  • 24 funds opened new Vanguard Extended Market ETF positions in Q4 2015 and 13 closed out, a net change of +11 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2015 was LPL Financial, an estimated $20.3M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2015 was Jefferies Group, an estimated $32.7M sold.

Based on aggregated 13F filings for Q4 2015.