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
SEIA
201
Signature Estate & Investment Advisors
California
$338K
MCM
202
Maryland Capital Management
Maryland
$335K
BBNB
203
Baker Boyer National Bank
Washington
$335K +$341K +3,000 New
SS
204
Simplicity Solutions
Minnesota
$330K -$30.1K -265 -8%
FHC
205
First Heartland Consultants
Missouri
$330K +$48.5K +427 +17%
KA
206
Kovack Advisors
Florida
$328K +$51.7K +455 +18%
KWMG
207
King Wealth Management Group
Florida
$317K +$101K +887 +45%
BB
208
Busey Bank
Illinois
$307K
DBRC
209
D.B. Root & Company
Pennsylvania
$294K -$33.7K -297 -10%
JFG
210
JMG Financial Group
Illinois
$293K
WT
211
Whittier Trust
California
$293K
CCP
212
Cardan Capital Partners
Colorado
$273K +$278K +2,446 New
RCAG
213
Rehmann Capital Advisory Group
Michigan
$273K +$278K +2,446 New
EFS
214
Essex Financial Services
Connecticut
$250K +$254K +2,237 New
WAM
215
World Asset Management
Michigan
$245K +$250K +2,200 New
VDI
216
Vaughan David Investments
Illinois
$242K
RWP
217
RWA Wealth Partners
Massachusetts
$240K
NIC
218
Northwest Investment Counselors
Oregon
$238K -$22.7K -200 -9%
TA
219
Trellis Advisors
Washington
$236K -$1.7K -15 -0.7%
JCM
220
Jacobi Capital Management
Pennsylvania
$229K +$19.6K +173 +9%
FNT
221
First National Trust
Pennsylvania
$225K -$35K -308 -13%
GC
222
Garde Capital
Washington
$223K
CS
223
Cannell & Spears
New York
$223K +$227K +2,000 New
JWA
224
JFS Wealth Advisors
Pennsylvania
$216K
BlackRock
225
BlackRock
New York
$216K +$70.5K +621 +47%

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.