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Vanguard Extended Market ETF

436 hedge funds and large institutions have $4.03B invested in Vanguard Extended Market ETF in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 113 increasing their positions, 148 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $949K | Put options by funds: $296K

103% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 39

43% more capital invested

Capital invested by funds: $2.81B → $4.03B (+$1.22B)

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

10% more funds holding

Funds holding: 397436 (+39)

0.69% more ownership

Funds ownership: 45.41%46.09% (+0.69%)

24% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 148

Holders
436
Holders Change
+39
Holders Change %
+9.82%
% of All Funds
8.94%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.64%
New
79
Increased
113
Reduced
148
Closed
39
Calls
$949K
Puts
$296K
Net Calls
+$653K
Net Calls Change
+$399K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$493M +$405K +3,777 +0.1%
Wealthfront Advisers
2
Wealthfront Advisers
California
$329M +$1.07M +10,009 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$283M +$43M +400,728 +20%
Bank of America
4
Bank of America
North Carolina
$171M +$697K +6,498 +0.5%
AssetMark Inc
5
AssetMark Inc
California
$140M -$722K -6,727 -0.6%
Osaic Holdings
6
Osaic Holdings
Arizona
$128M -$1.07M -9,961 -0.9%
SWM
7
SigFig Wealth Management
California
$114M +$103M +961,356 +29,274%
Wells Fargo
8
Wells Fargo
California
$113M +$17.8M +165,986 +21%
LMIM
9
Lockheed Martin Investment Management
Maryland
$85.6M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$84.3M +$6.06M +56,429 +9%
UBS Group
11
UBS Group
Switzerland
$83.2M -$15.5M -144,708 -17%
CL
12
Cabana LLC
Arkansas
$79.9M +$72.5M +675,159 New
US Bancorp
13
US Bancorp
Minnesota
$78.7M -$7.84M -73,021 -10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$74.4M +$2.5M +23,333 +4%
FIA
15
Foundations Investment Advisors
Arizona
$67.9M +$61.3M +570,848 New
SBSB
16
Sullivan, Bruyette, Speros & Blaney
Virginia
$62.6M +$1.87M +17,440 +3%
Ameriprise
17
Ameriprise
Minnesota
$62.1M -$3.91M -36,393 -7%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$59.7M +$4.69M +43,713 +9%
CG
19
Colony Group
Massachusetts
$52.3M +$5.63M +52,437 +13%
CCM
20
Coldstream Capital Management
Washington
$45.5M -$7.12M -66,299 -15%
VFA
21
Voya Financial Advisors
Connecticut
$43.5M -$423K -3,941 -1%
SWP
22
Stratos Wealth Partners
Ohio
$42.4M +$2.29M +21,370 +6%
VCAM
23
Van Cleef Asset Management
Ohio
$41.2M -$80.8K -753 -0.2%
DT
24
Diversified Trust
Tennessee
$39.6M +$1.25M +11,662 +4%
FA
25
FCG Advisors
New Jersey
$39.2M -$35.2K -328 -0.1%

VXF Hedge Fund Activity: Q2 2020 in Review

436 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q2 2020, worth a combined $4.03B — up 43% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VXF positions and 39 closed out — a net gain of 40 holders — while 113 added to existing stakes and 148 trimmed.

The largest buyer was SigFig Wealth Management, adding an estimated $103M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $16.6M.

  • 436 institutional investors held Vanguard Extended Market ETF (VXF) as of Q2 2020, up from 397 in Q1 2020.
  • Funds reported $4.03B of Vanguard Extended Market ETF stock for Q2 2020, up 43% quarter-over-quarter.
  • 79 funds opened new Vanguard Extended Market ETF positions in Q2 2020 and 39 closed out, a net change of +40 holders.
  • The largest Vanguard Extended Market ETF buyer in Q2 2020 was SigFig Wealth Management, an estimated $103M added.
  • The largest Vanguard Extended Market ETF seller in Q2 2020 was Wealthspire Advisors (New York), an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2020.