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Vanguard Extended Market ETF

764 hedge funds and large institutions have $8.02B invested in Vanguard Extended Market ETF in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 253 increasing their positions, 236 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $773K

196% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 45

31% more funds holding in top 10

Funds holding in top 10: 3647 (+11)

27% more capital invested

Capital invested by funds: $6.32B → $8.02B (+$1.7B)

12% more funds holding

Funds holding: 684764 (+80)

4.85% more ownership

Funds ownership: 41.95%46.81% (+4.9%)

7% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 236

Holders
764
Holders Change
+80
Holders Change %
+11.7%
% of All Funds
11.14%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.69%
New
133
Increased
253
Reduced
236
Closed
45
Calls
$2.33M
Puts
$773K
Net Calls
+$1.56M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.07B +$491M +3,338,640 +106%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$561M +$20.8M +141,224 +4%
Wealthfront Advisers
3
Wealthfront Advisers
California
$511M +$1.81M +12,335 +0.4%
Bank of America
4
Bank of America
North Carolina
$280M -$10.4M -70,673 -4%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$226M +$12.9M +88,083 +7%
Citigroup
6
Citigroup
New York
$206M +$12.3M +83,500 +7%
AssetMark Inc
7
AssetMark Inc
California
$203M +$1.16M +7,899 +0.6%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$196M -$70.6M -480,619 -29%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$164M -$2.58M -17,529 -2%
US Bancorp
10
US Bancorp
Minnesota
$160M +$2.7M +18,351 +2%
Wells Fargo
11
Wells Fargo
California
$133M +$5.55M +37,798 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$130M -$41.7M -284,035 -26%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$121M -$5.34M -36,335 -5%
WANY
14
Wealthspire Advisors (New York)
New York
$120M +$8.49M +57,760 +9%
LPL Financial
15
LPL Financial
California
$114M -$1.9M -12,948 -2%
UBS Group
16
UBS Group
Switzerland
$109M +$1.78M +12,113 +2%
SWM
17
SigFig Wealth Management
California
$104M +$409K +2,784 +0.4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$96.6M -$3.65M -24,820 -4%
SAG
19
SageView Advisory Group
California
$90.2M +$17.3M +117,493 +27%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$90.1M +$80.5M +547,971 New
Ameriprise
21
Ameriprise
Minnesota
$85.4M -$2.36M -16,036 -3%
SWP
22
Stratos Wealth Partners
Ohio
$84.4M +$4.35M +29,589 +6%
Vanguard Group
23
Vanguard Group
Pennsylvania
$81.5M +$29.3M +199,066 +67%
Creative Planning
24
Creative Planning
Kansas
$79.1M -$1.59M -10,841 -2%
BTI
25
Blue Trust Inc
Georgia
$78.8M -$7.59M -51,667 -9%