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Vanguard Extended Market ETF

669 hedge funds and large institutions have $7.14B invested in Vanguard Extended Market ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

532% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $332K

209% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 32

45% more capital invested

Capital invested by funds: $4.92B → $7.14B (+$2.22B)

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

9% more funds holding

Funds holding: 614669 (+55)

2% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 217

0.7% more ownership

Funds ownership: 40.22%40.93% (+0.7%)

Holders
669
Holders Change
+55
Holders Change %
+8.96%
% of All Funds
10.75%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.63%
New
99
Increased
221
Reduced
217
Closed
32
Calls
$2.1M
Puts
$332K
Net Calls
+$1.77M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
201
Wealth Advisory Solutions
Indiana
$1.83M -$16K -118 -0.9%
TCM
202
Telos Capital Management
California
$1.78M +$36.2K +267 +2%
SWM
203
Soundmark Wealth Management
Washington
$1.74M -$332K -2,453 -16%
CFMC
204
Curbstone Financial Management Corp
New Hampshire
$1.7M
MIA
205
Milestone Investment Advisors
Wisconsin
$1.68M +$1.71M +12,655 New
SW
206
SlateStone Wealth
Florida
$1.68M +$345K +2,545 +25%
LIM
207
Leavell Investment Management
Alabama
$1.67M +$88.3K +652 +5%
FC
208
Family CFO
California
$1.67M -$31.2K -230 -2%
BRWA
209
B. Riley Wealth Advisors
Florida
$1.67M -$73.7K -544 -4%
FWI
210
Facet Wealth Inc
Maryland
$1.65M +$1.53M +11,286 New
AAS
211
Avantax Advisory Services
Texas
$1.64M -$172K -1,267 -9%
AF
212
Apexium Financial
Texas
$1.63M
PIMG
213
Patriot Investment Management Group
Tennessee
$1.62M +$1.5M +11,075 New
FOFP
214
Fee-Only Financial Planning
South Carolina
$1.61M +$1.64M +12,140 New
CA
215
Centerpoint Advisors
Massachusetts
$1.57M -$179K -1,324 -10%
PFSC
216
Peoples Financial Services Corp
Pennsylvania
$1.52M -$29.3K -216 -2%
TFM
217
TFC Financial Management
Massachusetts
$1.52M +$1.63K +12 +0.1%
VPIM
218
Vanguard Personalized Indexing Management
California
$1.52M
TA
219
TruWealth Advisors
Louisiana
$1.51M -$40.4K -298 -3%
AFAS
220
Acorn Financial Advisory Services
Virginia
$1.51M -$2.71K -20 -0.2%
NP
221
NorthRock Partners
Minnesota
$1.51M +$535K +3,948 +53%
LSIA
222
LaSalle St. Investment Advisors
Illinois
$1.5M +$1.53M +11,327 New
TWM
223
Trevian Wealth Management
Massachusetts
$1.5M -$1.59M -11,714 -51%
PAG
224
Private Advisor Group
New Jersey
$1.46M +$437K +3,225 +8%
TAM
225
Tocqueville Asset Management
New York
$1.45M

VXF Hedge Fund Activity: Q4 2022 in Review

669 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2022, worth a combined $7.14B — up 45% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new VXF positions and 32 closed out — a net gain of 67 holders — while 221 added to existing stakes and 217 trimmed.

The largest buyer was Oikos Holdings, opening a new position worth an estimated $66.3M. The largest seller was Bridgeworth, cutting an estimated $31.3M.

  • 669 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2022, up from 614 in Q3 2022.
  • Funds reported $7.14B of Vanguard Extended Market ETF stock for Q4 2022, up 45% quarter-over-quarter.
  • 99 funds opened new Vanguard Extended Market ETF positions in Q4 2022 and 32 closed out, a net change of +67 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2022 was Oikos Holdings, an estimated $66.3M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2022 was Bridgeworth, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2022.