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Vanguard Extended Market ETF

623 hedge funds and large institutions have $5.19B invested in Vanguard Extended Market ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 209 increasing their positions, 205 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

634% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $275K

2% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 205

3.19% less ownership

Funds ownership: 44.35%41.17% (-3.2%)

6% less funds holding

Funds holding: 664623 (-41)

26% less capital invested

Capital invested by funds: $7.05B → $5.19B (-$1.87B)

28% less funds holding in top 10

Funds holding in top 10: 4331 (-12)

44% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 78

Holders
623
Holders Change
-41
Holders Change %
-6.17%
% of All Funds
10.5%
Holding in Top 10
31
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.91%
% of All Funds
0.52%
New
44
Increased
209
Reduced
205
Closed
78
Calls
$2.02M
Puts
$275K
Net Calls
+$1.74M
Net Calls Change
-$409K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$585M -$5.27M -36,236 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$402M +$41.7M +286,835 +10%
Wealthfront Advisers
3
Wealthfront Advisers
California
$393M -$14M -96,165 -3%
Bank of America
4
Bank of America
North Carolina
$239M +$6.56M +45,065 +3%
AssetMark Inc
5
AssetMark Inc
California
$166M +$5.94M +40,803 +3%
BTI
6
Blue Trust Inc
Georgia
$158M +$139M +954,123 New
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$151M +$4.94M +33,951 +3%
US Bancorp
8
US Bancorp
Minnesota
$123M +$16M +110,215 +13%
Osaic Holdings
9
Osaic Holdings
Arizona
$112M -$26.9M -184,643 -18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$99.9M -$3.73M -25,649 -3%
Citigroup
11
Citigroup
New York
$92.9M +$2.35M +16,152 +2%
Creative Planning
12
Creative Planning
Kansas
$89.1M -$3.6M -24,762 -4%
UBS Group
13
UBS Group
Switzerland
$87.8M -$30.3M -207,984 -24%
LPL Financial
14
LPL Financial
California
$85.4M +$17.1M +117,652 +22%
Mariner
15
Mariner
Kansas
$85.3M +$15.9M +109,573 +20%
Wells Fargo
16
Wells Fargo
California
$83.6M -$38.6M -264,966 -29%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$81M -$12.7M -87,292 -12%
SWM
18
SigFig Wealth Management
California
$80.6M -$36.4M -250,112 -29%
Ameriprise
19
Ameriprise
Minnesota
$76.5M +$2.17M +14,918 +3%
WANY
20
Wealthspire Advisors (New York)
New York
$71M -$1.03M -7,105 -1%
CCM
21
Coldstream Capital Management
Washington
$55.6M -$7.57M -52,031 -11%
SWP
22
Stratos Wealth Partners
Ohio
$48.5M +$3.24M +22,254 +6%
CG
23
Colony Group
Massachusetts
$47.8M -$1.9M -13,057 -3%
B
24
Bridgeworth
Alabama
$45M +$11M +75,629 +28%
DT
25
Diversified Trust
Tennessee
$44.2M +$108K +742 +0.2%

VXF Hedge Fund Activity: Q2 2022 in Review

623 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q2 2022, worth a combined $5.19B — down 26% from $7.05B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of VXF and 44 opened new positions — a net loss of 34 holders — while 205 trimmed existing stakes and 209 added.

The largest buyer was Morgan Stanley, adding an estimated $41.7M. The largest seller was JP Morgan Chase, cutting an estimated $196M.

  • 623 institutional investors held Vanguard Extended Market ETF (VXF) as of Q2 2022, down from 664 in Q1 2022.
  • Funds reported $5.19B of Vanguard Extended Market ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 44 funds opened new Vanguard Extended Market ETF positions in Q2 2022 and 78 closed out, a net change of -34 holders.
  • The largest Vanguard Extended Market ETF buyer in Q2 2022 was Morgan Stanley, an estimated $41.7M added.
  • The largest Vanguard Extended Market ETF seller in Q2 2022 was JP Morgan Chase, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2022.