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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
KCM
176
Karp Capital Management
California
$669K -$11.9K -105 -2%
NCM
177
Northwest Capital Management
Oregon
$628K +$179K +1,575 +39%
HB
178
Homrich & Berg
Georgia
$585K +$93.3K +822 +19%
FHA
179
Flagship Harbor Advisors
Massachusetts
$573K +$74.2K +653 +14%
HNB
180
Huntington National Bank
Ohio
$567K
NCM
181
Narwhal Capital Management
Georgia
$560K
F
182
F3Logic
Minnesota
$542K +$552K +4,862 New
SPC
183
Sigma Planning Corp
Michigan
$526K +$38.4K +338 +8%
CFA
184
Cahill Financial Advisors
Minnesota
$489K -$344K -3,028 -41%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$454K +$31.9K +281 +7%
AOWM
186
Alpha Omega Wealth Management
Virginia
$449K -$36.5K -321 -7%
GLA
187
Great Lakes Advisors
Illinois
$436K +$81.1K +714 +22%
AWM
188
AE Wealth Management
Kansas
$430K -$20K -176 -4%
UBS AM
189
UBS AM
Illinois
$427K -$108K -954 -20%
CT
190
Cambridge Trust
Massachusetts
$424K -$114K -1,000 -21%
WS
191
Wela Strategies
Georgia
$416K +$423K +3,729 New
Truist Financial
192
Truist Financial
North Carolina
$409K
CS
193
Credit Suisse
Switzerland
$398K +$406K +3,571 New
LCOV
194
London Company of Virginia
Virginia
$393K -$4.05M -35,703 -91%
RG
195
Rathbones Group
United Kingdom
$372K +$42K +370 +12%
BAC
196
Boys Arnold & Co
North Carolina
$365K
PA
197
PFG Advisors
Arizona
$365K
KA
198
Klingman & Associates
New York
$363K
APA
199
American Portfolios Advisors
New York
$363K +$110K +973 +43%
M&T Bank
200
M&T Bank
New York
$357K -$26.1K -230 -7%

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.