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Vanguard Extended Market ETF

760 hedge funds and large institutions have $8.01B invested in Vanguard Extended Market ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 251 increasing their positions, 235 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+79
Holders Change %
+11.6%
% of All Funds
11.14%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.67%
New
132
Increased
251
Reduced
235
Closed
45
Calls
$2.34M
Puts
$773K
Net Calls
+$1.56M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
176
Northern Trust
Illinois
$3.84M +$489K +2,974 +15%
CA
177
Clearstead Advisors
Ohio
$3.83M -$4.33M -26,347 -53%
SWA
178
Safir Wealth Advisors
New Hampshire
$3.82M -$20.7K -126 -0.5%
TWM
179
Trevian Wealth Management
Massachusetts
$3.8M +$502K +3,055 +15%
SPP
180
Single Point Partners
Massachusetts
$3.75M -$492K -2,991 -12%
SQA
181
Simon Quick Advisors
New Jersey
$3.7M +$2.8K +17 +0.1%
GM
182
GeoWealth Management
Illinois
$3.7M +$3.7M +22,474 New
EWG
183
Executive Wealth Group
Washington
$3.57M +$15.9K +97 +0.4%
SFP
184
Strategic Financial Planning
Texas
$3.51M -$47.5K -289 -1%
PFA
185
Pure Financial Advisors
California
$3.49M +$46.2K +281 +1%
CGL
186
Clarius Group LLC
Washington
$3.48M +$160K +973 +5%
RWA
187
River Wealth Advisors
Pennsylvania
$3.46M -$123K -748 -3%
TI
188
Tidal Investments
Wisconsin
$3.43M +$576K +3,503 +20%
MNBTD
189
Moody National Bank Trust Division
Texas
$3.38M -$2.77M -16,868 -45%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$3.38M -$22.1M -132,911 -87%
CHA
191
Carmichael Hill & Associates
Maryland
$3.29M +$22.7K +138 +0.7%
TFCP
192
Twin Focus Capital Partners
Massachusetts
$3.27M +$113K +690 +4%
SFG
193
StrategIQ Financial Group
Indiana
$3.23M -$55.9K -340 -2%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$3.2M -$288K -1,754 -8%
BEAM
195
Baker Ellis Asset Management
Washington
$3.19M -$60.2K -366 -2%
CFC
196
Coyle Financial Counsel
Illinois
$3.18M +$190K +1,153 +6%
VAF
197
Values Added Financial
District of Columbia
$3.1M -$243K -1,476 -7%
SEP
198
Southland Equity Partners
Missouri
$3.09M -$22.7K -138 -0.7%
NP
199
NorthRock Partners
Minnesota
$3.06M +$1.28M +7,755 +71%
HCP
200
Holt Capital Partners
Texas
$3.06M