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Vanguard Extended Market ETF

585 hedge funds and large institutions have $6.82B invested in Vanguard Extended Market ETF in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 220 increasing their positions, 163 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 30

87% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.17M

35% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 163

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more funds holding

Funds holding: 535585 (+50)

5% more capital invested

Capital invested by funds: $6.49B → $6.82B (+$331M)

3.28% less ownership

Funds ownership: 47.1%43.82% (-3.3%)

Holders
585
Holders Change
+50
Holders Change %
+9.35%
% of All Funds
10.27%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
0.84%
New
84
Increased
220
Reduced
163
Closed
30
Calls
$2.18M
Puts
$1.17M
Net Calls
+$1.01M
Net Calls Change
+$662K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$703M -$43.2M -242,985 -6%
Wealthfront Advisers
2
Wealthfront Advisers
California
$572M +$13.7M +76,995 +2%
Morgan Stanley
3
Morgan Stanley
New York
$505M -$13.1M -73,497 -3%
Bank of America
4
Bank of America
North Carolina
$307M -$17.4M -98,112 -5%
AssetMark Inc
5
AssetMark Inc
California
$223M +$8.88M +49,973 +4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$192M -$6.01M -33,846 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$192M -$19.9M -111,745 -9%
Wells Fargo
8
Wells Fargo
California
$185M -$366K -2,062 -0.2%
SWM
9
SigFig Wealth Management
California
$176M -$138K -777 -0.1%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$147M +$7.87M +44,329 +7%
US Bancorp
11
US Bancorp
Minnesota
$137M +$13.2M +74,305 +11%
UBS Group
12
UBS Group
Switzerland
$136M -$2.15M -12,080 -2%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$124M +$24.6M +138,264 +25%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$122M +$1.69M +9,533 +1%
Ameriprise
15
Ameriprise
Minnesota
$106M +$8.42M +47,418 +9%
SBSB
16
Sullivan, Bruyette, Speros & Blaney
Virginia
$103M -$2.47M -13,895 -2%
CCM
17
Coldstream Capital Management
Washington
$83.4M +$1.48M +8,346 +2%
SBL
18
Sargent Bickham Lagudis
Colorado
$73.4M +$3.84M +21,603 +5%
LPL Financial
19
LPL Financial
California
$68.7M +$5.66M +31,888 +9%
CG
20
Colony Group
Massachusetts
$68.4M -$4.1M -23,055 -6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$65.8M +$12.2M +68,563 +23%
WANY
22
Wealthspire Advisors (New York)
New York
$64.7M +$5.53M +31,138 +9%
VCAM
23
Van Cleef Asset Management
Ohio
$59.7M -$592K -3,334 -1%
VFA
24
Voya Financial Advisors
Connecticut
$58.6M -$1.66M -9,342 -3%
SWP
25
Stratos Wealth Partners
Ohio
$58.4M -$6.6M -37,175 -10%

VXF Hedge Fund Activity: Q1 2021 in Review

585 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q1 2021, worth a combined $6.82B — up 5.1% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VXF positions and 30 closed out — a net gain of 54 holders — while 220 added to existing stakes and 163 trimmed.

The largest buyer was CWS Financial Advisors, adding an estimated $36.1M. The largest seller was Goldman Sachs, cutting an estimated $195M.

  • 585 institutional investors held Vanguard Extended Market ETF (VXF) as of Q1 2021, up from 535 in Q4 2020.
  • Funds reported $6.82B of Vanguard Extended Market ETF stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 84 funds opened new Vanguard Extended Market ETF positions in Q1 2021 and 30 closed out, a net change of +54 holders.
  • The largest Vanguard Extended Market ETF buyer in Q1 2021 was CWS Financial Advisors, an estimated $36.1M added.
  • The largest Vanguard Extended Market ETF seller in Q1 2021 was Goldman Sachs, an estimated $195M sold.

Based on aggregated 13F filings for Q1 2021.