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Vanguard Extended Market ETF

780 hedge funds and large institutions have $7.63B invested in Vanguard Extended Market ETF in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 246 increasing their positions, 249 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $709K

39% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 51

1% more funds holding

Funds holding: 772780 (+8)

0.78% more ownership

Funds ownership: 40.77%41.55% (+0.78%)

0% less capital invested

Capital invested by funds: $7.65B → $7.63B (-$14.6M)

1% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 249

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
780
Holders Change
+8
Holders Change %
+1.04%
% of All Funds
11.27%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.58%
New
71
Increased
246
Reduced
249
Closed
51
Calls
$1.81M
Puts
$709K
Net Calls
+$1.1M
Net Calls Change
+$4.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$563M -$16.8M -99,337 -3%
Wealthfront Advisers
2
Wealthfront Advisers
California
$537M -$12.6M -74,367 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$514M -$799K -4,735 -0.2%
Bank of America
4
Bank of America
North Carolina
$273M -$27.7M -164,200 -9%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$247M +$25.3M +149,765 +11%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$216M +$114M +678,205 +113%
Citigroup
7
Citigroup
New York
$204M -$5.44M -32,236 -3%
AssetMark Inc
8
AssetMark Inc
California
$195M -$1.81M -10,744 -0.9%
US Bancorp
9
US Bancorp
Minnesota
$188M +$15.4M +91,427 +9%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$152M +$255K +1,510 +0.2%
Wells Fargo
11
Wells Fargo
California
$151M +$4.82M +28,563 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$129M +$2.62M +15,530 +2%
WANY
13
Wealthspire Advisors (New York)
New York
$125M +$1.05M +6,226 +0.8%
Vanguard Group
14
Vanguard Group
Pennsylvania
$124M +$15.8M +93,344 +15%
LPL Financial
15
LPL Financial
California
$123M +$3.03M +17,935 +3%
UBS Group
16
UBS Group
Switzerland
$110M +$1.08M +6,403 +1%
SWM
17
SigFig Wealth Management
California
$108M +$1.1M +6,498 +1%
Cerity Partners
18
Cerity Partners
New York
$100M +$11.7M +69,618 +13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$95.2M -$9.27M -54,945 -9%
BTI
20
Blue Trust Inc
Georgia
$92.4M -$891K -5,277 -1%
SWP
21
Stratos Wealth Partners
Ohio
$91.6M +$712K +4,221 +0.8%
Goldman Sachs
22
Goldman Sachs
New York
$82.8M +$5.79M +34,314 +8%
Creative Planning
23
Creative Planning
Kansas
$80.6M -$25.3K -150 -0%
SAG
24
SageView Advisory Group
California
$79.4M +$78.9M +467,628 +17,869%
PMFA
25
Plante Moran Financial Advisors
Michigan
$77.2M +$21.5M +127,234 +39%

VXF Hedge Fund Activity: Q2 2024 in Review

780 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Extended Market ETF (VXF) for Q2 2024, worth a combined $7.63B — down 0.19% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VXF positions and 51 closed out — a net gain of 20 holders — while 246 added to existing stakes and 249 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $27.7M.

  • 780 institutional investors held Vanguard Extended Market ETF (VXF) as of Q2 2024, up from 772 in Q1 2024.
  • Funds reported $7.63B of Vanguard Extended Market ETF stock for Q2 2024, down 0.19% quarter-over-quarter.
  • 71 funds opened new Vanguard Extended Market ETF positions in Q2 2024 and 51 closed out, a net change of +20 holders.
  • The largest Vanguard Extended Market ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $114M added.
  • The largest Vanguard Extended Market ETF seller in Q2 2024 was Bank of America, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2024.