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Vanguard Extended Market ETF

669 hedge funds and large institutions have $7.14B invested in Vanguard Extended Market ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

532% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $332K

209% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 32

45% more capital invested

Capital invested by funds: $4.92B → $7.14B (+$2.22B)

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

9% more funds holding

Funds holding: 614669 (+55)

2% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 217

0.7% more ownership

Funds ownership: 40.22%40.93% (+0.7%)

Holders
669
Holders Change
+55
Holders Change %
+8.96%
% of All Funds
10.75%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.63%
New
99
Increased
221
Reduced
217
Closed
32
Calls
$2.1M
Puts
$332K
Net Calls
+$1.77M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.79B -$11K -81 -0.6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$578M -$6.23M -45,981 -1%
Morgan Stanley
3
Morgan Stanley
New York
$392M -$1.82M -13,404 -0.5%
Wealthfront Advisers
4
Wealthfront Advisers
California
$390M +$18.9M +139,838 +5%
Bank of America
5
Bank of America
North Carolina
$238M -$111K -822 -0%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$181M +$18.3M +134,822 +11%
AssetMark Inc
7
AssetMark Inc
California
$167M +$318K +2,349 +0.2%
US Bancorp
8
US Bancorp
Minnesota
$122M -$653K -4,822 -0.5%
BTI
9
Blue Trust Inc
Georgia
$108M -$8.21M -60,561 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$106M -$1.38M -10,183 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$105M +$1.7M +12,524 +2%
Citigroup
12
Citigroup
New York
$97.5M -$1.24M -9,159 -1%
Wells Fargo
13
Wells Fargo
California
$85.2M -$3.89M -28,698 -4%
SWM
14
SigFig Wealth Management
California
$85M +$6.37M +47,047 +8%
LPL Financial
15
LPL Financial
California
$82.7M -$2.96M -21,877 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$80.2M +$1.06M +7,801 +1%
UBS Group
17
UBS Group
Switzerland
$80.2M -$20.8M -153,262 -20%
WANY
18
Wealthspire Advisors (New York)
New York
$77.5M +$1.2M +8,846 +2%
Ameriprise
19
Ameriprise
Minnesota
$75.9M -$4.64M -34,245 -6%
Creative Planning
20
Creative Planning
Kansas
$66.4M -$15.1M -111,800 -18%
OH
21
Oikos Holdings
New York
$65M +$66.3M +489,100 New
Mariner
22
Mariner
Kansas
$60.7M -$14.9M -109,844 -19%
SWP
23
Stratos Wealth Partners
Ohio
$59.1M +$927K +6,840 +2%
Bessemer Group
24
Bessemer Group
New Jersey
$54M +$48.1M +355,174 +694%
DT
25
Diversified Trust
Tennessee
$50M +$933K +6,888 +2%

VXF Hedge Fund Activity: Q4 2022 in Review

669 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q4 2022, worth a combined $7.14B — up 45% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new VXF positions and 32 closed out — a net gain of 67 holders — while 221 added to existing stakes and 217 trimmed.

The largest buyer was Oikos Holdings, opening a new position worth an estimated $66.3M. The largest seller was Bridgeworth, cutting an estimated $31.3M.

  • 669 institutional investors held Vanguard Extended Market ETF (VXF) as of Q4 2022, up from 614 in Q3 2022.
  • Funds reported $7.14B of Vanguard Extended Market ETF stock for Q4 2022, up 45% quarter-over-quarter.
  • 99 funds opened new Vanguard Extended Market ETF positions in Q4 2022 and 32 closed out, a net change of +67 holders.
  • The largest Vanguard Extended Market ETF buyer in Q4 2022 was Oikos Holdings, an estimated $66.3M added.
  • The largest Vanguard Extended Market ETF seller in Q4 2022 was Bridgeworth, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2022.