Vanguard Extended Market ETF
235 hedge funds and large institutions have $1.77B invested in Vanguard Extended Market ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 58 reducing their positions, and 12 closing their positions.
283% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 12
67% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 58
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
15% more funds holding
Funds holding: 204 → 235 (+31)
14% more capital invested
Capital invested by funds: $1.55B → $1.77B (+$220M)
0.27% less ownership
Funds ownership: 40.61% → 40.35% (-0.27%)
25% less call options, than puts
Call options by funds: $412K | Put options by funds: $547K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.8M |
| 2 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$20.7M |
| 3 |
SG Americas Securities
New York
|
+$12.5M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$10.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$30M |
| 2 |
Goldman Sachs
New York
|
-$9.57M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$8.96M |
| 4 |
Morgan Stanley
New York
|
-$7.64M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.87M |
VXF Hedge Fund Activity: Q4 2016 in Review
235 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2016, worth a combined $1.77B — up 14% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new VXF positions and 12 closed out — a net gain of 34 holders — while 97 added to existing stakes and 58 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $26.8M. The largest seller was Fragasso Financial Advisors, cutting an estimated $30M.
- 235 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2016, up from 204 in Q3 2016.
- Funds reported $1.77B of Vanguard Extended Market ETF stock for Q4 2016, up 14% quarter-over-quarter.
- 46 funds opened new Vanguard Extended Market ETF positions in Q4 2016 and 12 closed out, a net change of +34 holders.
- The largest Vanguard Extended Market ETF buyer in Q4 2016 was Envestnet Asset Management, an estimated $26.8M added.
- The largest Vanguard Extended Market ETF seller in Q4 2016 was Fragasso Financial Advisors, an estimated $30M sold.
Based on aggregated 13F filings for Q4 2016.