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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
CAM
251
Cresset Asset Management
Illinois
$886K
TRCT
252
Tower Research Capital (TRC)
New York
$885K -$237K -1,689 -18%
AL
253
Aspiriant LLC
California
$882K -$47.3K -337 -4%
CCM
254
Covington Capital Management
California
$852K -$2.81K -20 -0.3%
CWM
255
Connecticut Wealth Management
Connecticut
$846K -$54.7K -389 -5%
SAM
256
S.A. Mason
Michigan
$843K
EA
257
Efficient Advisors
Ohio
$826K -$84.4K -601 -8%
BOS
258
Bingham Osborn & Scarborough
California
$819K -$28.1K -200 -3%
WFA
259
Wellspring Financial Advisors
Ohio
$819K +$971K +6,913 New
LWM
260
Liberty Wealth Management
California
$817K -$34.4K -245 -3%
CMP
261
Courage Miller Partners
Virginia
$795K -$185K -1,314 -16%
TCOV
262
Trust Company of Vermont
Vermont
$793K
TP
263
Tranquility Partners
Tennessee
$792K +$20.7K +147 +2%
CFA
264
Carroll Financial Associates
North Carolina
$770K -$28.8K -205 -3%
SI
265
Scharf Investments
California
$768K +$911K +6,486 New
PFG
266
Pacific Financial Group
Washington
$765K -$2.81K -20 -0.3%
AIC
267
Ameritas Investment Company
Nebraska
$759K -$244K -1,739 -21%
UAS
268
United Asset Strategies
New York
$740K -$204K -1,451 -19%
DTC
269
Davidson Trust Company
Washington
$740K
BCP
270
Berkeley Capital Partners
Georgia
$740K +$156K +1,109 +22%
SP
271
Symmetry Partners
Connecticut
$733K +$7.31K +52 +0.8%
VCP
272
Verus Capital Partners
Arizona
$730K +$488K +3,476 +129%
SWM
273
Sculati Wealth Management
Michigan
$727K +$237K +1,687 +38%
SFA
274
Sequoia Financial Advisors
Ohio
$725K
SCA
275
STALEY CAPITAL ADVISERS
Pennsylvania
$721K -$37.9K -270 -4%

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.