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Vanguard Large-Cap ETF
VV

350 hedge funds and large institutions have $5.27B invested in Vanguard Large-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $4.74B → $5.27B (+$530M)

9% more funds holding in top 10

Funds holding in top 10: 35 → 38 (+3)

3% more funds holding

Funds holding: 340 → 350 (+10)

1.62% more ownership

Funds ownership: 56.17% → 57.79% (+1.6%)

12% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 120

Holders
350
Holders Change
+10
Holders Change %
+2.94%
% of All Funds
8.71%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.95%
New
32
Increased
106
Reduced
120
Closed
21
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$1.02M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$213M
2
UBS Group
UBS Group
Switzerland
+$43.7M
3
MSWM
Mader & Shannon Wealth Management
Missouri
+$24M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.1M
5
FFW
Fusion Family Wealth
New York
+$13M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.1M
2
Bank of America
Bank of America
North Carolina
-$13.6M
3
MG
Mather Group
Illinois
-$10.5M
4
Creative Planning
Creative Planning
Kansas
-$8.46M
5
KSA
Ken Stern & Associates
California
-$6.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
226
FAS Wealth Partners
Kansas
$429K +$1.81K +17 +0.4%
ONB
227
Old National Bancorp
Indiana
$427K -$653K -6,130 -61%
NEAM
228
New England Asset Management
Connecticut
$422K -$1.03M -9,700 -71%
AF
229
Affiance Financial
Minnesota
$421K -$44.7K -419 -10%
HIMC
230
Heritage Investors Management Corp
Maryland
$404K – – –
BFM
231
Boston Financial Management
Massachusetts
$397K – – –
SA
232
Strategic Advisors
New York
$395K +$390K +3,657 New
UBWV
233
United Bank (West Virginia)
West Virginia
$393K – – –
HB
234
Homrich & Berg
Georgia
$385K +$6.93K +65 +2%
FMWA
235
Forvis Mazars Wealth Advisors
Missouri
$380K – – –
FHC
236
First Heartland Consultants
Missouri
$372K +$15.8K +148 +4%
FPFS
237
First Personal Financial Services
North Carolina
$357K – – –
BWP
238
BSW Wealth Partners
Colorado
$351K – – –
DIP
239
DT Investment Partners
Pennsylvania
$342K +$30.7K +288 +10%
B
240
Bridgeworth
Alabama
$340K +$49.4K +463 +17%
JIC
241
Johnson Investment Counsel
Ohio
$336K – – –
TA
242
Tiedemann Advisors
New York
$336K +$357K +3,345 New
IA
243
IFP Advisors
Florida
$334K +$9.91K +93 +3%
GA
244
Geneva Advisors
Illinois
$328K – – –
DSC
245
Duncker Streett & Co
Missouri
$328K +$17.3K +162 +6%
DW
246
Domani Wealth
Pennsylvania
$324K – – –
ABC
247
Associated Banc-Corp
Wisconsin
$321K -$10.7K -100 -3%
CCM
248
Coe Capital Management
Illinois
$319K -$81.2K -762 -21%
BF
249
BOK Financial
Oklahoma
$315K -$12.6K -118 -4%
CIA
250
Capital Investment Advisors
Georgia
$307K +$17.1K +160 +6%
8 9
10
11 12

VV Hedge Fund Activity: Q1 2017 in Review

350 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2017, worth a combined $5.27B — up 11% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VV positions and 21 closed out — a net gain of 11 holders — while 106 added to existing stakes and 120 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $14.1M.

  • 350 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2017, up from 340 in Q4 2016.
  • Funds reported $5.27B of Vanguard Large-Cap ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 32 funds opened new Vanguard Large-Cap ETF positions in Q1 2017 and 21 closed out, a net change of +11 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $213M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2017 was Fidelity Investments, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2017.