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Vanguard Large-Cap ETF

414 hedge funds and large institutions have $7.19B invested in Vanguard Large-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 132 increasing their positions, 133 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

19% more capital invested

Capital invested by funds: $6.05B → $7.19B (+$1.14B)

12% more funds holding

Funds holding: 371414 (+43)

2.87% more ownership

Funds ownership: 59.19%62.06% (+2.9%)

1% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 133

99% less call options, than puts

Call options by funds: $11K | Put options by funds: $797K

Holders
414
Holders Change
+43
Holders Change %
+11.59%
% of All Funds
9.39%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
63
Increased
132
Reduced
133
Closed
16
Calls
$11K
Puts
$797K
Net Calls
-$786K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Caprock Group
Idaho
$599K +$144K +1,207 +35%
APSP
227
Asset Planning Services (Pennsylvania)
Pennsylvania
$596K +$2.87K +24 +0.5%
PWW
228
Pettyjohn Wood & White
Virginia
$577K +$1.79K +15 +0.3%
IH
229
IFC Holdings
Florida
$572K -$190K -1,593 -25%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$569K +$29.2K +244 +6%
EWMCB
231
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$568K
EA
232
Edge Advisors
Georgia
$566K
SI
233
Stephens Inc
Arkansas
$564K -$316K -2,646 -37%
B
234
Bailard
California
$564K
GD
235
Grandfield & Dodd
New York
$551K +$29.8K +249 +6%
Citadel Advisors
236
Citadel Advisors
Florida
$550K +$315K +2,639 +143%
WF
237
Welch & Forbes
Massachusetts
$539K +$526K +4,400 New
FMWA
238
Forvis Mazars Wealth Advisors
Missouri
$531K +$97.4K +815 +23%
ACP
239
Ashfield Capital Partners
California
$527K
BBHC
240
Brown Brothers Harriman & Co
New York
$521K +$508K +4,250 New
VNA
241
Valley National Advisers
Pennsylvania
$512K +$1.2K +10 +0.2%
FWIA
242
Fort Washington Investment Advisors
Ohio
$506K -$2.87K -24 -0.6%
CB
243
Chemical Bank
Michigan
$498K
FHA
244
Flagship Harbor Advisors
Massachusetts
$495K -$17.3K -145 -4%
PO
245
Private Ocean
California
$491K -$10.4K -87 -2%
CHC
246
City Holding Co
West Virginia
$490K
CM
247
Cornerstone Management
Georgia
$485K +$472K +3,953 New
CHA
248
Carmichael Hill & Associates
Maryland
$481K +$469K +3,922 New
FWP
249
FAS Wealth Partners
Kansas
$478K -$119 -1 -0%
WWMSC
250
Wagner Wealth Management (South Carolina)
South Carolina
$469K +$442K +3,698 New

VV Hedge Fund Activity: Q4 2017 in Review

414 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2017, worth a combined $7.19B — up 19% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VV positions and 16 closed out — a net gain of 47 holders — while 132 added to existing stakes and 133 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $460M. The largest seller was PNC Financial Services Group, cutting an estimated $77.5M.

  • 414 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2017, up from 371 in Q3 2017.
  • Funds reported $7.19B of Vanguard Large-Cap ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 63 funds opened new Vanguard Large-Cap ETF positions in Q4 2017 and 16 closed out, a net change of +47 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $460M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2017 was PNC Financial Services Group, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2017.