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Vanguard Large-Cap ETF
VV

259 hedge funds and large institutions have $2.58B invested in Vanguard Large-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

925% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 4

15% more funds holding in top 10

Funds holding in top 10: 20 → 23 (+3)

15% more funds holding

Funds holding: 226 → 259 (+33)

12% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 69

7% more capital invested

Capital invested by funds: $2.41B → $2.58B (+$169M)

0.04% less ownership

Funds ownership: 45.49% → 45.45% (-0.04%)

86% less call options, than puts

Call options by funds: $927K | Put options by funds: $6.84M

Holders
259
Holders Change
+33
Holders Change %
+14.6%
% of All Funds
6.91%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.61%
New
41
Increased
77
Reduced
69
Closed
4
Calls
$927K
Puts
$6.84M
Net Calls
-$5.92M
Net Calls Change
-$6.44M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$35M
2
CB
Commerce Bank
Missouri
+$13M
3
PAG
Private Advisor Group
New Jersey
+$9.69M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.23M
5
Bank of America
Bank of America
North Carolina
+$6.83M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$15M
2
RIG
RiverFront Investment Group
Virginia
-$14.8M
3
MIH
Madison Investment Holdings
Wisconsin
-$14.7M
4
BCI
Brinker Capital Investments
Pennsylvania
-$8.62M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
251
Cable Hill Partners
Oregon
$19K +$18.2K +197 New
PFO
252
Pathstone Family Office
New Jersey
$12K +$92 +1 +0.8%
CAL
253
Capital Analysts LLC
Pennsylvania
$10.4K +$10.2K +110 New
Bessemer Group
254
Bessemer Group
New Jersey
$10K -$25.5K -276 -73%
WA
255
Waverly Advisors
Alabama
$10K – – –
WA
256
WFG Advisors
Texas
$7K – – –
MCM
257
Manchester Capital Management
Vermont
$4K – – –
BRWA
258
B. Riley Wealth Advisors
Florida
$159 +$156K +1,687 New
Manulife (Manufacturers Life Insurance)
259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23 +$22.3K +242 New
VF
260
Virtu Financial
New York
– -$350K -3,871 Closed
SB
261
Suntrust Banks
Georgia
– -$249K -2,763 Closed
GF
262
Goodman Financial
Texas
– -$202K -2,237 Closed
OCM
263
One Capital Management
California
– -$147K -1,626 Closed
Parallax Volatility Advisers
264
Parallax Volatility Advisers
California
– +$92 +1 New
7 8 9 10
11

VV Hedge Fund Activity: Q4 2014 in Review

259 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q4 2014, worth a combined $2.58B — up 7% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VV positions and 4 closed out — a net gain of 37 holders — while 77 added to existing stakes and 69 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35M. The largest seller was Creative Planning, cutting an estimated $15M.

  • 259 institutional investors held Vanguard Large-Cap ETF (VV) as of Q4 2014, up from 226 in Q3 2014.
  • Funds reported $2.58B of Vanguard Large-Cap ETF stock for Q4 2014, up 7% quarter-over-quarter.
  • 41 funds opened new Vanguard Large-Cap ETF positions in Q4 2014 and 4 closed out, a net change of +37 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q4 2014 was Morgan Stanley, an estimated $35M added.
  • The largest Vanguard Large-Cap ETF seller in Q4 2014 was Creative Planning, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2014.