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Vanguard Extended Market ETF

346 hedge funds and large institutions have $3.02B invested in Vanguard Extended Market ETF in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 91 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 91

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

5.77% more ownership

Funds ownership: 45.04%50.81% (+5.8%)

4% more funds holding

Funds holding: 334346 (+12)

1% less capital invested

Capital invested by funds: $3.06B → $3.02B (-$38.6M)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
346
Holders Change
+12
Holders Change %
+3.59%
% of All Funds
7.71%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
65
Increased
129
Reduced
91
Closed
50
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
-$135K
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
201
Northwest Capital Management
Oregon
$507K +$33.8K +308 +6%
SPIA
202
Steward Partners Investment Advisory
New York
$501K -$252K -2,303 -31%
NCM
203
Narwhal Capital Management
Georgia
$501K
KCM
204
Karp Capital Management
California
$494K -$115K -1,050 -18%
IWC
205
Integrated Wealth Concepts
Massachusetts
$471K +$307K +2,804 +146%
F
206
F3Logic
Minnesota
$467K -$32.8K -299 -6%
SI
207
Stephens Inc
Arkansas
$437K -$59.2K -540 -11%
CWM
208
CCG Wealth Management
California
$410K +$451K +4,110 New
Baird Financial Group
209
Baird Financial Group
Wisconsin
$407K
EWA
210
EP Wealth Advisors
California
$399K
WS
211
Wela Strategies
Georgia
$386K +$11.9K +109 +3%
SPC
212
Sigma Planning Corp
Michigan
$377K -$67.5K -616 -14%
HB
213
Homrich & Berg
Georgia
$376K -$73.8K -673 -15%
BAC
214
Boys Arnold & Co
North Carolina
$375K +$64.7K +590 +18%
LWAC
215
Laurel Wealth Advisors (California)
California
$373K +$173K +1,579 +73%
ST
216
Spinnaker Trust
Maine
$371K
KA
217
Kovack Advisors
Florida
$369K -$8.22K -75 -2%
AOWM
218
Alpha Omega Wealth Management
Virginia
$369K
RG
219
Rathbones Group
United Kingdom
$368K +$16.4K +150 +4%
M&T Bank
220
M&T Bank
New York
$359K +$2.19K +20 +0.6%
KA
221
Klingman & Associates
New York
$359K +$38.4K +350 +11%
Truist Financial
222
Truist Financial
North Carolina
$354K
PFSC
223
Peoples Financial Services Corp
Pennsylvania
$349K -$72.3K -660 -16%
NNP
224
Nachman Norwood & Parrott
South Carolina
$346K +$380K +3,464 New
WIA
225
World Investment Advisors
California
$342K +$327K +2,986 New

VXF Hedge Fund Activity: Q4 2018 in Review

346 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2018, worth a combined $3.02B — down 1.3% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VXF positions and 50 closed out — a net gain of 15 holders — while 129 added to existing stakes and 91 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $312M. The largest seller was FDx Advisors, exiting entirely with an estimated $26.7M sold.

  • 346 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2018, up from 334 in Q3 2018.
  • Funds reported $3.02B of Vanguard Extended Market ETF stock for Q4 2018, down 1.3% quarter-over-quarter.
  • 65 funds opened new Vanguard Extended Market ETF positions in Q4 2018 and 50 closed out, a net change of +15 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2018 was Bessemer Group, an estimated $312M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2018 was FDx Advisors, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2018.