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Vanguard Extended Market ETF

256 hedge funds and large institutions have $2.17B invested in Vanguard Extended Market ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 110 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

150% more call options, than puts

Call options by funds: $848K | Put options by funds: $339K

59% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 69

22% more capital invested

Capital invested by funds: $1.77B → $2.17B (+$392M)

9% more funds holding

Funds holding: 235256 (+21)

4.44% more ownership

Funds ownership: 40.35%44.79% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
256
Holders Change
+21
Holders Change %
+8.94%
% of All Funds
6.37%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
33
Increased
110
Reduced
69
Closed
11
Calls
$848K
Puts
$339K
Net Calls
+$509K
Net Calls Change
+$644K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AE Wealth Management
Kansas
$413K +$409K +4,131 New
WB
177
WesBanco Bank
West Virginia
$413K +$409K +4,135 New
FHA
178
Flagship Harbor Advisors
Massachusetts
$404K -$11.7K -118 -3%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$368K +$26.5K +268 +8%
Truist Financial
180
Truist Financial
North Carolina
$366K
WS
181
Wela Strategies
Georgia
$355K +$352K +3,558 New
NFG
182
Next Financial Group
Texas
$339K -$24.9K -252 -7%
SS
183
Simplicity Solutions
Minnesota
$334K +$331K +3,346 New
KA
184
Klingman & Associates
New York
$325K
BAC
185
Boys Arnold & Co
North Carolina
$322K
UBS AM
186
UBS AM
Illinois
$310K +$125K +1,259 +68%
AFP
187
Ausdal Financial Partners
Iowa
$310K -$99 -1 -0%
SEIA
188
Signature Estate & Investment Advisors
California
$303K +$300K +3,031 New
MCM
189
Maryland Capital Management
Maryland
$300K
M&T Bank
190
M&T Bank
New York
$298K +$295K +2,983 New
LWAC
191
Laurel Wealth Advisors (California)
California
$284K +$59.9K +605 +27%
CCT
192
Chemung Canal Trust
New York
$280K -$22K -222 -7%
BB
193
Busey Bank
Illinois
$275K
FAAS
194
First Allied Advisory Services
California
$268K -$172K -1,733 -39%
JFG
195
JMG Financial Group
Illinois
$263K
BFG
196
Barber Financial Group
Kansas
$259K -$13.6M -137,835 -98%
NIC
197
Northwest Investment Counselors
Oregon
$244K
MWM
198
Mission Wealth Management
California
$240K
WIC
199
Whitegate Investment Counselors
New Hampshire
$233K -$1.98K -20 -0.9%
KA
200
Kovack Advisors
Florida
$232K +$9.6K +97 +4%

VXF Hedge Fund Activity: Q1 2017 in Review

256 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2017, worth a combined $2.17B — up 22% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VXF positions and 11 closed out — a net gain of 22 holders — while 110 added to existing stakes and 69 trimmed.

The largest buyer was Citigroup, adding an estimated $119M. The largest seller was Stratos Wealth Partners, cutting an estimated $15.3M.

  • 256 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2017, up from 235 in Q4 2016.
  • Funds reported $2.17B of Vanguard Extended Market ETF stock for Q1 2017, up 22% quarter-over-quarter.
  • 33 funds opened new Vanguard Extended Market ETF positions in Q1 2017 and 11 closed out, a net change of +22 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2017 was Citigroup, an estimated $119M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2017 was Stratos Wealth Partners, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2017.