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Vanguard Extended Market ETF

371 hedge funds and large institutions have $3.17B invested in Vanguard Extended Market ETF in 2019 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 107 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

7% more funds holding

Funds holding: 346371 (+25)

5% more capital invested

Capital invested by funds: $3.02B → $3.17B (+$152M)

6% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 114

3.49% less ownership

Funds ownership: 50.81%47.32% (-3.5%)

Holders
371
Holders Change
+25
Holders Change %
+7.23%
% of All Funds
8.03%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.5%
New
52
Increased
107
Reduced
114
Closed
25
Calls
$797K
Puts
Net Calls
+$797K
Net Calls Change
+$478K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$422M -$16.3M -144,834 -4%
Wealthfront Advisers
2
Wealthfront Advisers
California
$282M +$3.32M +29,613 +1%
Bank of America
3
Bank of America
North Carolina
$168M +$10.4M +92,292 +7%
Morgan Stanley
4
Morgan Stanley
New York
$150M -$14M -124,923 -9%
UBS Group
5
UBS Group
Switzerland
$108M -$5.48M -48,865 -5%
AssetMark Inc
6
AssetMark Inc
California
$107M -$883K -7,869 -0.8%
LMIM
7
Lockheed Martin Investment Management
Maryland
$86.9M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$81.4M -$726K -6,472 -0.9%
AG
9
Advisor Group
Arizona
$75.5M -$1.19M -10,640 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$65.8M +$6.07M +54,070 +10%
Ameriprise
11
Ameriprise
Minnesota
$62.4M -$17M -151,877 -22%
US Bancorp
12
US Bancorp
Minnesota
$54.5M +$2.03M +18,115 +4%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$53.5M -$6.48M -57,722 -11%
SBSB
14
Sullivan, Bruyette, Speros & Blaney
Virginia
$49.1M +$2.36M +21,066 +5%
Bessemer Group
15
Bessemer Group
New Jersey
$47.2M -$273M -2,436,830 -86%
CCM
16
Coldstream Capital Management
Washington
$47.1M -$599K -5,341 -1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$47M -$245K -2,182 -0.5%
LPL Financial
18
LPL Financial
California
$42.9M -$107K -954 -0.3%
USAA
19
United Services Automobile Association
Texas
$40.7M +$1.48M +13,211 +4%
Wells Fargo
20
Wells Fargo
California
$40.1M +$418K +3,727 +1%
CCA
21
Cobblestone Capital Advisors
New York
$37.6M -$3.02M -26,959 -8%
VCAM
22
Van Cleef Asset Management
Ohio
$37.5M +$489K +4,361 +1%
SWP
23
Stratos Wealth Partners
Ohio
$35.2M -$355K -3,162 -1%
CG
24
Colony Group
Massachusetts
$34.7M +$1.6M +14,256 +5%
SBL
25
Sargent Bickham Lagudis
Colorado
$32.3M -$252K -2,246 -0.8%

VXF Hedge Fund Activity: Q1 2019 in Review

371 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2019, worth a combined $3.17B — up 5% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VXF positions and 25 closed out — a net gain of 27 holders — while 107 added to existing stakes and 114 trimmed.

The largest buyer was Barclays, opening a new position worth an estimated $29.6M. The largest seller was Bessemer Group, cutting an estimated $273M.

  • 371 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2019, up from 346 in Q4 2018.
  • Funds reported $3.17B of Vanguard Extended Market ETF stock for Q1 2019, up 5% quarter-over-quarter.
  • 52 funds opened new Vanguard Extended Market ETF positions in Q1 2019 and 25 closed out, a net change of +27 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2019 was Barclays, an estimated $29.6M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2019 was Bessemer Group, an estimated $273M sold.

Based on aggregated 13F filings for Q1 2019.