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Vanguard Large-Cap ETF

565 hedge funds and large institutions have $9.18B invested in Vanguard Large-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 191 increasing their positions, 179 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $910K

2.19% more ownership

Funds ownership: 64.04%66.23% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 179

1% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 70

2% less funds holding

Funds holding: 576565 (-11)

4% less funds holding in top 10

Funds holding in top 10: 5654 (-2)

12% less capital invested

Capital invested by funds: $10.4B → $9.18B (-$1.23B)

Holders
565
Holders Change
-11
Holders Change %
-1.91%
% of All Funds
12.45%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.19%
New
69
Increased
191
Reduced
179
Closed
70
Calls
$1.8M
Puts
$910K
Net Calls
+$891K
Net Calls Change
-$399K
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
226
Measured Wealth Private Client Group
New Hampshire
$1.16M
PPP
227
Private Portfolio Partners
New Jersey
$1.15M +$21.6K +154 +2%
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$1.13M
SEI Investments
229
SEI Investments
Pennsylvania
$1.12M -$1.11M -7,925 -46%
BFO
230
Boston Family Office
Massachusetts
$1.07M +$14.8K +105 +1%
FPTW
231
Franklin, Parlapiano, Turner & Welch
Texas
$1.07M
CG
232
Caprock Group
Idaho
$1.04M +$4.07K +29 +0.3%
SSWM
233
Sheets Smith Wealth Management
North Carolina
$1.03M -$70.2K -500 -5%
CGA
234
Crescent Grove Advisors
Illinois
$1.01M
MOS
235
MGO One Seven
Ohio
$1.01M +$93.6K +666 +8%
BFA
236
Beaumont Financial Advisors
Massachusetts
$999K +$86.7K +617 +8%
FMC
237
First Merchants Corp
Indiana
$995K -$216K -1,535 -15%
AWA
238
Arete Wealth Advisors
Illinois
$991K -$18.1K -129 -2%
CFA
239
Cahill Financial Advisors
Minnesota
$987K -$106K -752 -8%
GPWA
240
Great Point Wealth Advisors
Massachusetts
$985K -$4.92K -35 -0.4%
PCM
241
Parsons Capital Management
Rhode Island
$963K -$68.8K -490 -6%
AFP
242
Ausdal Financial Partners
Iowa
$953K -$1.07M -7,628 -51%
Deutsche Bank
243
Deutsche Bank
Germany
$942K +$1.08M +7,664 +2,670%
FCM
244
Fortis Capital Management
Washington
$934K -$205K -1,458 -16%
TFS
245
TrustCore Financial Services
Tennessee
$932K -$20.7K -147 -2%
LNWWM
246
Laird Norton Wetherby Wealth Management
California
$900K
BlackRock
247
BlackRock
New York
$900K +$256K +1,823 +32%
TFA
248
Transamerica Financial Advisors
Florida
$893K -$157K -1,120 -13%
RJT
249
Raymond James Trust
Florida
$889K -$2.39K -17 -0.2%
OC
250
Oppenheimer & Co
New York
$888K -$635K -4,521 -38%

VV Hedge Fund Activity: Q1 2020 in Review

565 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q1 2020, worth a combined $9.18B — down 12% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of VV and 69 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 191 added.

The largest buyer was Creative Planning, adding an estimated $219M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $97.1M sold.

  • 565 institutional investors held Vanguard Large-Cap ETF (VV) as of Q1 2020, down from 576 in Q4 2019.
  • Funds reported $9.18B of Vanguard Large-Cap ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 69 funds opened new Vanguard Large-Cap ETF positions in Q1 2020 and 70 closed out, a net change of -1 holder.
  • The largest Vanguard Large-Cap ETF buyer in Q1 2020 was Creative Planning, an estimated $219M added.
  • The largest Vanguard Large-Cap ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $97.1M sold.

Based on aggregated 13F filings for Q1 2020.