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Vanguard Extended Market ETF

684 hedge funds and large institutions have $6.32B invested in Vanguard Extended Market ETF in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 238 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $5.5M | Put options by funds: $1.06M

6% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 224

3% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 58

0.38% more ownership

Funds ownership: 41.58%41.95% (+0.38%)

1% less funds holding

Funds holding: 689684 (-5)

1% less capital invested

Capital invested by funds: $6.38B → $6.32B (-$61.2M)

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

Holders
684
Holders Change
-5
Holders Change %
-0.73%
% of All Funds
10.86%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.57%
New
60
Increased
238
Reduced
224
Closed
58
Calls
$5.5M
Puts
$1.06M
Net Calls
+$4.45M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$469M -$149M -990,947 -23%
Morgan Stanley
2
Morgan Stanley
New York
$453M +$17.4M +115,989 +4%
Wealthfront Advisers
3
Wealthfront Advisers
California
$443M -$2.71M -18,047 -0.6%
Bank of America
4
Bank of America
North Carolina
$254M -$6.13M -40,882 -2%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$240M +$4.2M +27,994 +2%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184M +$2M +13,318 +1%
AssetMark Inc
7
AssetMark Inc
California
$176M -$3.2M -21,331 -2%
Citigroup
8
Citigroup
New York
$167M +$49.8M +332,169 +40%
Osaic Holdings
9
Osaic Holdings
Arizona
$154M +$40.2M +268,347 +33%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$145M +$152M +1,012,191 New
US Bancorp
11
US Bancorp
Minnesota
$137M +$12.2M +81,297 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$111M -$1.36M -9,068 -1%
Wells Fargo
13
Wells Fargo
California
$111M +$3.97M +26,480 +4%
LPL Financial
14
LPL Financial
California
$101M +$6.75M +45,015 +7%
WANY
15
Wealthspire Advisors (New York)
New York
$96.1M +$5.95M +39,667 +6%
UBS Group
16
UBS Group
Switzerland
$93M -$944K -6,294 -1%
SWM
17
SigFig Wealth Management
California
$90.1M -$1.52M -10,120 -2%
BTI
18
Blue Trust Inc
Georgia
$89.6M -$6.56M -43,769 -7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$87.8M -$1.84M -12,257 -2%
Ameriprise
20
Ameriprise
Minnesota
$79.6M -$2.64M -17,589 -3%
Creative Planning
21
Creative Planning
Kansas
$70.5M +$4.03M +26,893 +6%
SWP
22
Stratos Wealth Partners
Ohio
$69.4M +$1.99M +13,281 +3%
CG
23
Colony Group
Massachusetts
$65.8M +$4.31M +28,707 +7%
SAG
24
SageView Advisory Group
California
$62M +$1.21M +8,053 +2%
OH
25
Oikos Holdings
New York
$55.3M -$4.2M -28,000 -7%

VXF Hedge Fund Activity: Q3 2023 in Review

684 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q3 2023, worth a combined $6.32B — down 0.96% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VXF positions and 58 closed out — a net gain of 2 holders — while 238 added to existing stakes and 224 trimmed.

The largest buyer was Citigroup, adding an estimated $49.8M. The largest seller was Envestnet Asset Management, cutting an estimated $149M.

  • 684 institutional investors held Vanguard Extended Market ETF (VXF) as of Q3 2023, down from 689 in Q2 2023.
  • Funds reported $6.32B of Vanguard Extended Market ETF stock for Q3 2023, down 0.96% quarter-over-quarter.
  • 60 funds opened new Vanguard Extended Market ETF positions in Q3 2023 and 58 closed out, a net change of +2 holders.
  • The largest Vanguard Extended Market ETF buyer in Q3 2023 was Citigroup, an estimated $49.8M added.
  • The largest Vanguard Extended Market ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.