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Vanguard Extended Market ETF

535 hedge funds and large institutions have $6.49B invested in Vanguard Extended Market ETF in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 199 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 24

63% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 122

50% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $695K

44% more capital invested

Capital invested by funds: $4.49B → $6.49B (+$1.99B)

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more funds holding

Funds holding: 455535 (+80)

2.29% more ownership

Funds ownership: 44.81%47.1% (+2.3%)

Holders
535
Holders Change
+80
Holders Change %
+17.58%
% of All Funds
9.47%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.73%
New
114
Increased
199
Reduced
122
Closed
24
Calls
$1.04M
Puts
$695K
Net Calls
+$350K
Net Calls Change
-$578K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$694M +$13.9M +93,998 +2%
Wealthfront Advisers
2
Wealthfront Advisers
California
$519M +$51.9M +350,146 +12%
Morgan Stanley
3
Morgan Stanley
New York
$482M +$58.5M +394,419 +16%
Bank of America
4
Bank of America
North Carolina
$302M +$39.5M +266,429 +17%
Goldman Sachs
5
Goldman Sachs
New York
$206M +$152M +1,025,701 +457%
AssetMark Inc
6
AssetMark Inc
California
$199M +$6.16M +41,595 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$197M +$19.7M +133,106 +13%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$184M +$25M +168,983 +18%
Wells Fargo
9
Wells Fargo
California
$173M +$9.78M +66,009 +7%
SWM
10
SigFig Wealth Management
California
$164M -$4.66M -31,440 -3%
JP Morgan Chase
11
JP Morgan Chase
New York
$136M +$111M +748,255 +942%
UBS Group
12
UBS Group
Switzerland
$129M +$9.52M +64,209 +9%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$127M +$11.5M +77,839 +13%
US Bancorp
14
US Bancorp
Minnesota
$115M +$4.4M +29,677 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$112M +$117K +789 +0.1%
SBSB
16
Sullivan, Bruyette, Speros & Blaney
Virginia
$98.2M +$4.02M +27,145 +5%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$92.2M +$7.68M +51,816 +10%
Ameriprise
18
Ameriprise
Minnesota
$91M +$4.18M +28,215 +5%
CCM
19
Coldstream Capital Management
Washington
$76.3M +$11.1M +75,139 +19%
CG
20
Colony Group
Massachusetts
$67.4M -$3.93M -26,494 -6%
SBL
21
Sargent Bickham Lagudis
Colorado
$64.8M +$14.1M +95,238 +32%
SWP
22
Stratos Wealth Partners
Ohio
$60.5M +$514K +3,469 +1%
LPL Financial
23
LPL Financial
California
$58.7M +$6.58M +44,399 +14%
VFA
24
Voya Financial Advisors
Connecticut
$56.9M -$1.01M -6,814 -2%
VCAM
25
Van Cleef Asset Management
Ohio
$56.1M +$595K +4,015 +1%

VXF Hedge Fund Activity: Q4 2020 in Review

535 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2020, worth a combined $6.49B — up 44% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VXF positions and 24 closed out — a net gain of 90 holders — while 199 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $152M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $93.8M sold.

  • 535 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2020, up from 455 in Q3 2020.
  • Funds reported $6.49B of Vanguard Extended Market ETF stock for Q4 2020, up 44% quarter-over-quarter.
  • 114 funds opened new Vanguard Extended Market ETF positions in Q4 2020 and 24 closed out, a net change of +90 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2020 was Goldman Sachs, an estimated $152M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2020 was Lockheed Martin Investment Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q4 2020.