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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
GLA
201
Great Lakes Advisors
Illinois
$227K
RWP
202
RWA Wealth Partners
Massachusetts
$221K
WT
203
Whittier Trust
California
$221K
FNT
204
First National Trust
Pennsylvania
$219K
VDI
205
Vaughan David Investments
Illinois
$217K
CAG
206
Crestwood Advisors Group
Massachusetts
$205K +$200K +2,025 New
JWA
207
JFS Wealth Advisors
Pennsylvania
$186K
SIAP
208
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$185K +$183K +1,850 New
PCFFS
209
Pacific Center for Financial Services
California
$150K -$80.5K -813 -35%
LF
210
Lee Financial
Texas
$140K
WCM
211
Wealthcare Capital Management
Virginia
$130K
ST
212
Smithfield Trust
Pennsylvania
$129K
TIM
213
Tortoise Investment Management
New York
$124K
PWM
214
Perigon Wealth Management
California
$110K +$109K +1,102 New
AC
215
Alexandria Capital
Virginia
$109K +$99 +1 +0.1%
EFSCE
216
Enterprise Financial Services Corp (EFSC)
Missouri
$101K
PMFA
217
Plante Moran Financial Advisors
Michigan
$91K -$1.68K -17 -2%
JFA
218
JNBA Financial Advisors
Minnesota
$75K -$24.5K -248 -25%
BTIS
219
BB&T Investment Services
North Carolina
$74K +$4.95K +50 +7%
AIM
220
Advantage Investment Management
Iowa
$70K +$2.67K +27 +4%
GWM
221
Geneos Wealth Management
Colorado
$69K +$31.1K +314 +82%
MA
222
MCF Advisors
Kentucky
$59K -$693 -7 -1%
PA
223
Parallel Advisors
California
$56K +$55.5K +561 New
IF
224
Ironwood Financial
Arizona
$54K -$34.6K -350 -39%
ACM
225
Armbruster Capital Management
New York
$54K

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.