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Vanguard Extended Market ETF

432 hedge funds and large institutions have $3.81B invested in Vanguard Extended Market ETF in 2019 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 24

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

15% more funds holding

Funds holding: 376432 (+56)

1% less capital invested

Capital invested by funds: $3.84B → $3.81B (-$28.4M)

5.38% less ownership

Funds ownership: 51.99%46.61% (-5.4%)

Holders
432
Holders Change
+56
Holders Change %
+14.89%
% of All Funds
8.51%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.53%
New
85
Increased
152
Reduced
116
Closed
24
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
-$518K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$511M +$16.3M +134,561 +3%
Wealthfront Advisers
2
Wealthfront Advisers
California
$347M +$25.8M +213,827 +8%
Bank of America
3
Bank of America
North Carolina
$194M -$1.75M -14,506 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$159M +$2.54M +21,072 +2%
AssetMark Inc
5
AssetMark Inc
California
$137M +$6.91M +57,243 +6%
UBS Group
6
UBS Group
Switzerland
$119M +$648K +5,362 +0.6%
LMIM
7
Lockheed Martin Investment Management
Maryland
$94.9M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$81.5M -$1.67M -13,830 -2%
US Bancorp
9
US Bancorp
Minnesota
$80.2M +$2.62M +21,719 +4%
AG
10
Advisor Group
Arizona
$79.4M -$1.76M -14,570 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$78.8M +$751K +6,219 +1%
Wells Fargo
12
Wells Fargo
California
$76.7M +$28.3M +234,533 +63%
Ameriprise
13
Ameriprise
Minnesota
$75.6M +$1.36M +11,257 +2%
SBSB
14
Sullivan, Bruyette, Speros & Blaney
Virginia
$63M +$2.69M +22,255 +5%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$60.7M +$1M +8,285 +2%
CCM
16
Coldstream Capital Management
Washington
$53.7M +$10.1M +83,603 +24%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$52.2M +$495K +4,099 +1%
SBL
18
Sargent Bickham Lagudis
Colorado
$51.3M +$3.94M +32,641 +9%
CG
19
Colony Group
Massachusetts
$44.1M +$4.36M +36,082 +11%
VCAM
20
Van Cleef Asset Management
Ohio
$43.4M -$113K -935 -0.3%
VFA
21
Voya Financial Advisors
Connecticut
$43.1M +$3.65M +30,214 +10%
LPL Financial
22
LPL Financial
California
$40.6M -$5.89M -48,783 -13%
SWP
23
Stratos Wealth Partners
Ohio
$40.3M +$1.35M +11,182 +4%
DT
24
Diversified Trust
Tennessee
$38.3M -$31.5K -261 -0.1%
FA
25
FCG Advisors
New Jersey
$35.3M +$1.73M +14,341 +5%

VXF Hedge Fund Activity: Q4 2019 in Review

432 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2019, worth a combined $3.81B — down 0.74% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VXF positions and 24 closed out — a net gain of 61 holders — while 152 added to existing stakes and 116 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.3M. The largest seller was Credit Suisse, cutting an estimated $566M.

  • 432 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2019, up from 376 in Q3 2019.
  • Funds reported $3.81B of Vanguard Extended Market ETF stock for Q4 2019, down 0.74% quarter-over-quarter.
  • 85 funds opened new Vanguard Extended Market ETF positions in Q4 2019 and 24 closed out, a net change of +61 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2019 was Wells Fargo, an estimated $28.3M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2019 was Credit Suisse, an estimated $566M sold.

Based on aggregated 13F filings for Q4 2019.