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Vanguard Large-Cap ETF
VV

427 hedge funds and large institutions have $8.34B invested in Vanguard Large-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $7.49B → $8.34B (+$851M)

2.9% more ownership

Funds ownership: 63.56% → 66.46% (+2.9%)

0% more funds holding

Funds holding: 427 → 427 (0)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

5% less funds holding in top 10

Funds holding in top 10: 43 → 41 (-2)

55% less call options, than puts

Call options by funds: $811K | Put options by funds: $1.79M

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
9.78%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.94%
New
25
Increased
131
Reduced
137
Closed
20
Calls
$811K
Puts
$1.79M
Net Calls
-$980K
Net Calls Change
+$476K

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$605M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$31.8M
3
CS
Credit Suisse
Switzerland
+$24.7M
4
UBS Group
UBS Group
Switzerland
+$10.9M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$9.97M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$19.6M
2
Creative Planning
Creative Planning
Kansas
-$16.8M
3
PAG
Private Advisor Group
New Jersey
-$9.69M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.85M
5
MG
Mather Group
Illinois
-$6.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
HB
251
Homrich & Berg
Georgia
$493K +$48K +386 +11%
FWP
252
FAS Wealth Partners
Kansas
$481K -$5.84K -47 -1%
BO
253
Bank OZK
Arkansas
$477K +$6.83K +55 +1%
CM
254
Cornerstone Management
Georgia
$467K -$32.9K -265 -7%
First Manhattan
255
First Manhattan
New York
$467K – – –
UBV
256
United Bank (Virginia)
Virginia
$454K – – –
HNB
257
Huntington National Bank
Ohio
$451K – – –
MHS
258
M Holdings Securities
Oregon
$449K -$236K -1,900 -35%
DC
259
Davenport & Co
Virginia
$441K +$31.1K +250 +8%
FWCM
260
Ferguson Wellman Capital Management
Oregon
$441K +$93.2K +750 +27%
DIP
261
DT Investment Partners
Pennsylvania
$440K +$6.96K +56 +2%
BRWA
262
B. Riley Wealth Advisors
Florida
$440K +$27.7K +223 +7%
PAM
263
Peak Asset Management
Colorado
$430K +$429K +3,450 New
CPIG
264
Chicago Partners Investment Group
Illinois
$428K +$1.86K +15 +0.4%
PWM
265
Perigon Wealth Management
California
$426K +$64.5K +519 +18%
BFM
266
Boston Financial Management
Massachusetts
$423K – – –
BF
267
BOK Financial
Oklahoma
$417K -$3.48K -28 -0.8%
JIC
268
Johnson Investment Counsel
Ohio
$416K – – –
BBA
269
Braun-Bostich & Associates
Pennsylvania
$411K – – –
SA
270
Strategic Advisors
New York
$406K – – –
BWP
271
BSW Wealth Partners
Colorado
$405K – – –
IA
272
IFP Advisors
Florida
$399K -$44.1K -355 -10%
IC
273
Intersect Capital
California
$396K – – –
PP
274
Pegasus Partners
Wisconsin
$394K +$392K +3,157 New
IWM
275
IHT Wealth Management
Illinois
$389K +$47K +378 +14%
9 10
11
12 13

VV Hedge Fund Activity: Q2 2018 in Review

427 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Large-Cap ETF (VV) for Q2 2018, worth a combined $8.34B — up 11% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VV positions and 20 closed out — a net gain of 5 holders — while 131 added to existing stakes and 137 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $605M. The largest seller was MML Investors Services, cutting an estimated $19.6M.

  • 427 institutional investors held Vanguard Large-Cap ETF (VV) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $8.34B of Vanguard Large-Cap ETF stock for Q2 2018, up 11% quarter-over-quarter.
  • 25 funds opened new Vanguard Large-Cap ETF positions in Q2 2018 and 20 closed out, a net change of +5 holders.
  • The largest Vanguard Large-Cap ETF buyer in Q2 2018 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $605M added.
  • The largest Vanguard Large-Cap ETF seller in Q2 2018 was MML Investors Services, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2018.