We are live on ! Find out more
VXF icon

Vanguard Extended Market ETF

307 hedge funds and large institutions have $2.66B invested in Vanguard Extended Market ETF in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 113 increasing their positions, 90 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 90

6% more capital invested

Capital invested by funds: $2.51B → $2.66B (+$145M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1.91% more ownership

Funds ownership: 44.04%45.95% (+1.9%)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

2% less funds holding

Funds holding: 312307 (-5)

Holders
307
Holders Change
-5
Holders Change %
-1.6%
% of All Funds
7.04%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.5%
New
30
Increased
113
Reduced
90
Closed
32
Calls
$513K
Puts
Net Calls
+$513K
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$992K -$450K -3,962 -31%
WI
152
Wintrust Investments
Illinois
$979K -$45.6K -402 -4%
RWA
153
River Wealth Advisors
Pennsylvania
$977K +$106K +936 +12%
Northern Trust
154
Northern Trust
Illinois
$933K +$53.6K +472 +6%
CAG
155
Csenge Advisory Group
Florida
$922K +$574K +5,059 +158%
ACM
156
AUA Capital Management
Pennsylvania
$914K
Fiera Capital (Canada)
157
Fiera Capital (Canada)
Quebec, Canada
$883K -$13.6K -120 -1%
WTC
158
WhitTier Trust Company
Nevada
$867K -$4.09K -36 -0.5%
COI
159
Connable Office Inc
Michigan
$858K +$627K +5,520 +254%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$842K +$22.1K +195 +3%
WIC
161
Woodmont Investment Counsel
Tennessee
$823K -$11.4K -100 -1%
CBU
162
CIBC Bank USA
Illinois
$820K -$7.61K -67 -0.9%
SPIA
163
Steward Partners Investment Advisory
New York
$817K +$73.5K +647 +10%
PJSIMP
164
P.J. Schmidt Investment Management (PJS)
Wisconsin
$761K
HCM
165
Howland Capital Management
Massachusetts
$755K -$35.9K -316 -4%
SHCM
166
Stokes & Hubbell Capital Management
Louisiana
$743K +$114 +1 +0%
GG
167
Gofen & Glossberg
Illinois
$736K +$71.3K +628 +11%
FAAS
168
First Allied Advisory Services
California
$735K +$77.2K +680 +11%
SCA
169
Spearhead Capital Advisors
Florida
$735K +$518K +4,564 +226%
BCP
170
Blue Chip Partners
Michigan
$726K +$2.04K +18 +0.3%
SF
171
Synovus Financial
Georgia
$726K +$2.16K +19 +0.3%
DY
172
Dowling & Yahnke
California
$708K +$6.02K +53 +0.8%
RC
173
Roundview Capital
New Jersey
$704K +$30.7K +270 +4%
TYCC
174
Texas Yale Capital Corp
Florida
$691K
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
$689K +$110K +970 +19%

VXF Hedge Fund Activity: Q1 2018 in Review

307 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2018, worth a combined $2.66B — up 5.8% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of VXF and 30 opened new positions — a net loss of 2 holders — while 90 trimmed existing stakes and 113 added.

The largest buyer was Wealthfront, adding an estimated $44.4M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $7.45M sold.

  • 307 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2018, down from 312 in Q4 2017.
  • Funds reported $2.66B of Vanguard Extended Market ETF stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 30 funds opened new Vanguard Extended Market ETF positions in Q1 2018 and 32 closed out, a net change of -2 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2018 was Wealthfront, an estimated $44.4M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2018 was Kayne Anderson Rudnick Investment Management, an estimated $7.45M sold.

Based on aggregated 13F filings for Q1 2018.