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Vanguard Extended Market ETF

689 hedge funds and large institutions have $6.38B invested in Vanguard Extended Market ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 195 increasing their positions, 241 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $1.46M

103% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $5.7B → $6.38B (+$678M)

4% more funds holding

Funds holding: 661689 (+28)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

5.13% less ownership

Funds ownership: 46.71%41.58% (-5.1%)

19% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 241

Holders
689
Holders Change
+28
Holders Change %
+4.24%
% of All Funds
10.82%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.58%
New
65
Increased
195
Reduced
241
Closed
32
Calls
$3.78M
Puts
$1.46M
Net Calls
+$2.32M
Net Calls Change
+$514K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$634M -$4.19M -29,904 -0.7%
Wealthfront Advisers
2
Wealthfront Advisers
California
$463M +$23.6M +168,051 +6%
Morgan Stanley
3
Morgan Stanley
New York
$453M +$6.19M +44,100 +1%
Bank of America
4
Bank of America
North Carolina
$270M -$5.2M -37,074 -2%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$245M +$17M +121,199 +8%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$189M +$57.6M +410,331 +48%
AssetMark Inc
7
AssetMark Inc
California
$186M -$5.72M -40,778 -3%
US Bancorp
8
US Bancorp
Minnesota
$130M -$3.63M -25,901 -3%
Citigroup
9
Citigroup
New York
$124M +$12.9M +92,080 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$120M +$1.88M +13,369 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$117M -$2.81M -20,041 -2%
Wells Fargo
12
Wells Fargo
California
$111M +$10.1M +72,174 +11%
ETC
13
Exchange Traded Concepts
Oklahoma
$101M +$95.4M +680,267 New
LPL Financial
14
LPL Financial
California
$98.1M +$2.65M +18,870 +3%
UBS Group
15
UBS Group
Switzerland
$97.5M +$6.43M +45,850 +8%
SWM
16
SigFig Wealth Management
California
$94.4M +$1.06M +7,584 +1%
WANY
17
Wealthspire Advisors (New York)
New York
$93.8M +$2.86M +20,378 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$93M +$6.94M +49,506 +9%
BTI
19
Blue Trust Inc
Georgia
$90.5M -$12M -85,243 -12%
Ameriprise
20
Ameriprise
Minnesota
$82.3M -$1.74M -12,417 -2%
SWP
21
Stratos Wealth Partners
Ohio
$70M +$2.22M +15,812 +3%
Creative Planning
22
Creative Planning
Kansas
$69.2M -$758K -5,403 -1%
CG
23
Colony Group
Massachusetts
$64.1M +$9.64M +68,751 +19%
SAG
24
SageView Advisory Group
California
$63.2M +$9.07M +64,693 +18%
OH
25
Oikos Holdings
New York
$61.6M -$4.21M -30,000 -7%

VXF Hedge Fund Activity: Q2 2023 in Review

689 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q2 2023, worth a combined $6.38B — up 12% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VXF positions and 32 closed out — a net gain of 33 holders — while 195 added to existing stakes and 241 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $95.4M. The largest seller was Summit Wealth Group, cutting an estimated $791M.

  • 689 institutional investors held Vanguard Extended Market ETF (VXF) as of Q2 2023, up from 661 in Q1 2023.
  • Funds reported $6.38B of Vanguard Extended Market ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 65 funds opened new Vanguard Extended Market ETF positions in Q2 2023 and 32 closed out, a net change of +33 holders.
  • The largest Vanguard Extended Market ETF buyer in Q2 2023 was Exchange Traded Concepts, an estimated $95.4M added.
  • The largest Vanguard Extended Market ETF seller in Q2 2023 was Summit Wealth Group, an estimated $791M sold.

Based on aggregated 13F filings for Q2 2023.