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Vanguard Large-Cap ETF

309 hedge funds and large institutions have $4.25B invested in Vanguard Large-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 96 increasing their positions, 104 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

77% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $1.08M

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

6% more capital invested

Capital invested by funds: $4.02B → $4.25B (+$236M)

3% more funds holding

Funds holding: 300309 (+9)

0.07% more ownership

Funds ownership: 53.63%53.69% (+0.07%)

8% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 104

Holders
309
Holders Change
+9
Holders Change %
+3%
% of All Funds
8.25%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
21
Increased
96
Reduced
104
Closed
8
Calls
$1.92M
Puts
$1.08M
Net Calls
+$837K
Net Calls Change
-$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$262K +$199K +2,007 +316%
ACP
227
Arcus Capital Partners
Georgia
$261K +$1.09K +11 +0.4%
DIP
228
DT Investment Partners
Pennsylvania
$260K
CC
229
Courier Capital
New York
$250K
Luther King Capital Management (LKCM)
230
Luther King Capital Management (LKCM)
Texas
$248K
CPIG
231
Chicago Partners Investment Group
Illinois
$248K +$1.39K +14 +0.6%
NEPWA
232
New England Private Wealth Advisors
Massachusetts
$236K +$1.29K +13 +0.5%
CTC
233
Central Trust Company
Missouri
$231K
DSC
234
Duncker Streett & Co
Missouri
$228K +$891 +9 +0.4%
Brown Advisory
235
Brown Advisory
Maryland
$225K -$25.3K -255 -10%
FNT
236
First National Trust
Pennsylvania
$225K +$225K +2,271 New
GBT
237
Grove Bank & Trust
Florida
$224K
HNB
238
Huntington National Bank
Ohio
$224K
PP
239
Palladium Partners
Virginia
$224K
SJL
240
Shayne & Jacobs LLC
Tennessee
$224K
FWCM
241
Ferguson Wellman Capital Management
Oregon
$221K +$9.8K +99 +5%
WA
242
WBH Advisory
Maryland
$218K
GF
243
Goodman Financial
Texas
$216K +$4.95K +50 +2%
LS
244
Lattice Strategies
Pennsylvania
$214K -$399K -4,030 -65%
MAM
245
Marquette Asset Management
Minnesota
$213K -$35.7K -360 -14%
BFM
246
Boston Financial Management
Massachusetts
$208K -$235K -2,375 -53%
MHS
247
M Holdings Securities
Oregon
$208K
CWM
248
Concert Wealth Management
California
$202K +$201K +2,029 New
GWS
249
Glassman Wealth Services
Virginia
$196K
ASN
250
Advisory Services Network
Georgia
$181K +$693 +7 +0.4%